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
’Tis the Season for Savings
At SESLOC, we’re introducing new ways to help SESLOC Members Save. Whether you are just starting your financial journey, are an everyday saver, or have more to invest, there is something for everyone at SESLOC. We hope these benefits make your holidays more merry and bright and help you reach your financial goals and dreams in the coming year.
5 Ways to Level Up & Save More
Consider making moves to Level Up, with our new member benefits program.¹ Increasing benefits include select fee waivers, waived check orders, and rate discounts on new eligible consumer loans — all of which can help you save even more money and get ahead financially.
FAQs: Level Up Member Benefits Program
Here are the answers to common questions about Level Up, our new member benefits program.¹ Have more questions? Call us at (805) 543-1816 or visit any SESLOC branch: