Forms and Resources

Open the PDFs below and follow the instructions per form. For most forms, you will need to mail the signed original form to the Credit Union (keep a copy for your records) or bring in the filled-out form to your nearest branch location. You may fax the form to get the process started, but most forms will need the original signature for completion.

PremierOne Credit Union
6640 Via del Oro
San Jose, CA 95119
info@premieronecu.org
Phone: 408.524.4500
Fax: 408.224.2892

Membership

• Membership Application (not a guarantee of membership)
• Checking Account SwitchKit
• Courtesy Pay ATM Opt-In - Electronically sign & submit securely to the Credit Union!
• Privacy Opt-Out Form - Electronically sign & submit securely to the Credit Union!
• Change your address securely by logging into eBranch! - If you do not have access to eBranch, please click here Change of Address Request form to electronically sign and submit securely to the Credit Union.
• Bill Pay Form

Account Services

• ACH Allocation Form - Electronically sign & submit securely to the Credit Union!
• ACH Transaction Dispute Form - Electronically sign & submit securely to the Credit Union!
• Cardholder Dispute Form - Electronically sign & submit securely to the Credit Union!
• Cashiers Check Stop Payment Form- Electronically sign & submit securely to the Credit Union!
• Check Stop Payment Form-Request a Check Stop Payment now by log in into eBranch and submit a secure request. If you do not have access to eBranch, please use this form to electronically sign & submit securely to the Credit Union.
• City of SJ Retiree Payroll Deduction Form- Electronically sign & submit securely to the Credit Union!
• Close non-PremierOne CU Account
• Cross Member Transfer Request- Please print this form to complete, sign, and return by mail to: PremierOne Credit Union, 6640 Via Del Oro, San Jose, CA 95119
• Direct Deposit Form
• Domestic Wire Form - Electronically sign & submit securely to the Credit Union!
• International Wire Form - Electronically sign & submit securely to the Credit Union!
• Telephone Banking
• Visa Credit Card Service Opt-Out Form
• Quicken Conversion Resources:
  • Quicken instructions for Mac 2006-2007 Web Connect
  • Quicken instructions for Mac 2015 Web Connect
  • Quicken instructions for Mac 2015 Express Web Connect
  • Quicken instructions for Windows 2013-2015 Web Connect
  • Quicken instructions for Windows 2013-2015 Express Web Connect
  • Post-Conversion Troubleshooting Guide
  
  

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Lending Services

• ACH Origination Form - Electronically sign & submit to the Credit Union! Please allow 30 days prior to the payment due date for setup and verification.Please allow 30 days prior to the payment due date for setup and verification.
• Consumer Loan Application
• Credit Cards
• Payoff Demand Request
• Skip-A-Payment Form
• Subordination Checklist
• Visa Balance Transfer Form