Get Patelco Wire Transfer

Filling out the Patelco Wire Transfer form online is an essential step for conducting your domestic wire transfer efficiently. This guide will provide you with clear, step-by-step instructions to ensure that you complete the process correctly.

Follow the steps to complete your wire transfer form.

1. Press the ‘Get Form’ button to access the Patelco Wire Transfer document and view it in your preferred editor.
2. Begin with the General Information section. Fill in your name, member number, suffix, and the amount you wish to transfer. Ensure accuracy to avoid delays.
3. Provide your address, including the city, state, and zip code. This information is essential for identification purposes.
4. Input your daytime phone number. This allows Patelco to contact you if there are any issues with your wire transfer.
5. Navigate to the Bank Information section. Enter the destination bank name, ABA/routing number (a 9-digit code), destination account number, and the bank address, including city, state, and zip code.
6. Fill in the account holder's name associated with the destination account. If applicable, enter any further credit information required for the transfer.
7. Include any special instructions if necessary. This is your chance to inform the bank of any specific requirements related to the transfer.
8. Read the note regarding third-party requests and the signature requirement. All third-party requests must be made in person at a Patelco branch.
9. Sign the form to agree to the wire transfer terms and conditions outlined in the Patelco Credit Union Member Handbook. Also, write your account number and the date of the transfer.
10. Finally, ensure you review the entire form for accuracy. Once satisfied, you can save changes, download, print, or share the form as needed.

Complete your wire transfer form online today for a seamless experience.