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.”
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
Make Banking Easier with SESLOC’s NEW Direct Deposit Switch Tool
Direct Deposit is now easier than ever, thanks to our new Direct Deposit Switch Tool in Online Banking. Get started managing deposits today!
SESLOC Wealth Management Transitions to LPL Financial
As of May 17, 2025, SESLOC’s brokerage arm offering non-deposit investment services transitioned from CUSO Financial Services, LP to LPL Financial.
SESLOC Education Grant Helps Ocean View Elementary Minds Bloom
At Ocean View Elementary in Arroyo Grande, one Second Grade class found reading could be transformational thanks to a SESLOC Education Grant.
Savings are insured to at least $250,000 and backed by the full faith and credit of the U.S. government. National Credit Union Administration, a U.S. government agency.
