Secure Forms,
Applications and Guides
Get started by selecting a form and the “DocuSign Form” link below, then enter your name and email address. You’ll get a confirmation email and then can begin completing the form. Forms are received immediately after submitting, but note it may take two business days for a response from our team.
For a print version of the request forms below, select “PDF FORM.” When complete, please print, sign and deliver the form to any branch location. Completed forms can also be mailed to: P.O. Box 5360, San Luis Obispo, CA 93403-5360.
Do not email forms if they contain confidential or sensitive information.
Member Account Services Request Forms
Credit Card Balance Transfer
Transfer from other consumer credit cards to your consumer SESLOC Visa credit card.
Change it Up
Round up debit card purchases to the nearest dollar and set up automatic transfers from a checking account to savings to “keep this change.”
Travel Notification
To ensure we can protect your accounts while you travel.
Courtesy Pay Opt-in
For additional Overdraft Protection.
Address & Phone Change
To update your contact information.
Stop Payment
Cancel a payment on your SESLOC check.
Applications
Loan Applications
Apply for a consumer, mortgage or business loan online.
New Membership/New Account Application
Join the credit union today and open a Primary Share Savings plus a HomeFree Checking or Save to Win account.
Employment Application
View open positions and use our online application.
Education Grant
We offer thousands of dollars in education grants each year. Applications are reviewed monthly.
Guides
Checking Switch Kit
How to switch to a SESLOC Checking account
Phone Teller Guide
A map of phone teller transactions.
Online Banking
How to enroll in Online Banking.
Digital and Remote Banking
Explore all of our digital services, including eStatements, mobile deposits and more.
SESLOC News
From the News+ Blog
QR Code Scams: Protecting Your Finances in the Digital Age
In today’s digital world, QR codes have become a staple of convenience, allowing us to access websites, make payments and gain information with a simple scan. However, the ease of accessibility has also made QR codes a prime target for scammers looking to exploit unsuspecting users. Here you can find practical tips for identifying suspicious QR codes and learn strategies to safeguard your personal information.
Buy Now, Pay Later: The Cost of Convenience
“Buy Now, Pay Later” (BNPL) services have become increasingly popular, offering a tempting alternative to credit cards. A 2022 report from the Consumer Financial Protection Bureau found that from 2019 to 2021, the number of BNPL loans originated in the U.S. by the five lenders it surveyed grew from 16.8 million to 180 million, highlighting how appealing these services are to consumers.
Saving Strategies: Building an Emergency Fund and Planning for Future Expenses
Saving money is essential for financial stability and preparedness. One of the first steps in saving is to build an emergency fund to cover unexpected expenses like medical bills or car repairs. Here are a few tips for building an emergency fund and planning for future expenses.