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We want to make banking as convenient and secure as possible, whether you are planning a transaction or managing your cash flow.


When time is of the essence, you just can't get to a Gesa office, or you want to prepare in advance for a specific transaction, use these downloadable forms for some of the most popular transactions. Where we've eliminated the need for a form, we provide a handy link to connect you to the right place.

To view the PDFs, download Adobe Acrobat Reader DC for free.

Membership Forms
  • Reconciliation Form: With this form, you can conveniently balance your statements.
  • Change of Address Form: Use this form to inform us of a change in your home address. You will be redirected to DocuSign, where your identity will be verified prior to completing and submitting the Address Change Form. 
  • Change in Ownership Status: Use this form if you have had a change in your account status and wish to remove someone from the joint ownership on your account.
  • Deposit Slips: Use this deposit slip if you need to mail in a deposit or loan payment when you're out of the area.
  • Direct Deposit, ACH, Wire Info Sheet: Are you interested in arranging a Direct Deposit with your employer or government check? Do you want to set up a third-party debit (payment) from your Gesa account to another vendor? Or do you need to give wire instructions to a third party to wire funds into your Gesa account? This is the form for you. Fill out the form, print it and use it to relay the information to your employer or third-party vendor. This is not a form you return to Gesa.
Consumer Wires & Transfers
Loan Applications
  • Consumer Loan and Credit Card application – get organized by noting all the information you need before using an online application or visiting in person with a Gesa representative. Also used for home equity loan applications (not used for real estate or business loan applications.)
  • Business Visa Credit Card application. This is a form that can be filled out online and sent by email to the Gesa Member Business Loan Department.
Handy Instructions
Account Fees & Disclosures
Business Wires & ACH Activity
Printing Instructions

Be sure to have your printing set-up in Acrobat as "actual size." Please note that the default printing set-up in Acrobat is "fit to paper." Fit to paper causes the form to expand to the paper size, sometimes very large. Paper size for all forms is 8.5 x 11.

Tax Information

Tax season can be a stressful time locating, and waiting for, the forms you need in order to file. We want to make the process easy and have conveniently compiled the information you need to successfully file your taxes. For additional information about tax forms, please visit www.irs.gov/forms-instructions.

Tax Form

Approximate Date Sent by Gesa

Form 1099-INT*

Form 1099-INT is issued to each member when:

  • You have earned at least $10 in interest in the previous year.
  • If foreign tax on interest in the previous year was withheld or paid.
  • If any federal income tax under the backup withholding rules was withheld, and was not refunded, regardless of the amount of the payment.









by January 31

Form 1099-R

Form 1099-R is issued to each member who has received a designated distribution from:

  • Profit-sharing or retirement plan accounts.
  • Any individual retirement arrangements (IRAs).
  • Annuities, pensions, insurance contracts, or survivor income benefit plans.
  • Permanent and total disability payments under life insurance contracts.
  • Charitable gift annuities, etc.

Form 1098

Form 1098 is for you to report mortgage interest of $600 or more received during the year.

Form 5498

Form 5498 is issued to any member who has any individual retirement arrangement (IRA), including a deemed IRA under section 408(q).


by May 31

(Contributions can be made from the previous year through April of the current year.)

* Please note that members will not receive a Form 1099-INT for a non-IRA account if interest earned for the previous year was under $10 as the interest is not reported to the IRS in this situation. The amount of interest is an aggregate per social security number, not per account. If a member would like a re-print of their statement, Gesa can re-mail or securely email statements on a case by case basis.

Convenience Services

For Your Convenience

Gesa offers other services that help members accomplish their financial goals. These services are offered following our “low or no fee” guidelines.

Services such as Cashier’s Checks, Safe Deposit Boxes, Savings Bond Redemption, Signature Guarantee, and Notary Service are offered at our convenient Member Service Centers or online. Contact a Personal Financial Services Representative or call 888.946.4372 for assistance.

Cashier's Checks

When you need a secured way to pay an item you are purchasing from a third party, consider a cashier’s check. Common uses are for escrow purposes when purchasing a house, purchasing a car from a private party, or any other large purchase where the third party requires a secure transaction.

Safe Deposit Boxes

For those items you can’t afford to lose, rent a safe deposit box from Gesa so your valuables are safe from theft, fire, flood, vandalism, and unauthorized access in your home. Your valuables are locked in a Gesa Credit Union vault, accessible only to you.

Size and Cost

Contact the Gesa office nearest you for availability and pricing. Dimensions are given in height by width in inches. All boxes are approximately 22.5 inches deep.

Sizes range from 3x5 to 10x10. Not all sizes are available at all Member Service Centers.

How Does It Work?

Annual rental period is from August 1 through July 31. The rental fee is paid at the beginning of the rental period. The fee will be prorated for rentals established during the year. The amount of the yearly fee is automatically withdrawn from your designated account on August 1 of each year.

Savings Bond Redemption

Redemption of savings bonds is available at all Gesa Member Service Centers for the following series:

  • Series E – May 1941 to June 1980
  • Series EE – January 1980 and later
  • Series I – September 1998 and later

Certain information is needed when redeeming a savings bond. Please contact a Personal Financial Services Representative at your Gesa Member Service Center for more information.

U.S. Treasury Bonds may be purchased online by setting up a TreasuryDirect account.

Signature Guarantee

A signature guarantee is a specialized service offered to facilitate certain types of transactions. It is often used in situations where the ownership of a security is being transferred, such as the sale of a stock or a bond. This is a highly specialized service that has a much higher level of security than a Notary signature.

There is a fee for this service. Please review Gesa's current fee schedule.

Notary Service

Some documents require a notarized signature, which legally certifies the signature. Notary service is available at all Member Service Centers for Gesa members. 

Please bring proof of your identity, such as driver's license, passport, or birth certificate when requesting a notary service. Some documents require special attention so contact a Personal Financial Services Representative about your specific notary requirements.

There is a fee for this service. Please review Gesa's current fee schedule.

Wire Transfer

A wire transfer is a fast, convenient way for members to transfer funds from their Gesa account to another financial institution. There's no waiting or delays when the transfer is made, so you can be assured that the party on the other end has immediate access to the wired funds.

Incoming Wire Transfers to Gesa

Incoming wire transfer service is available to Gesa members. Funds from incoming wire transfers will be available in your account no later than the next business day.

We cannot anticipate exact arrival times of wire transfers nor can we guarantee that wires will be received on the same day they are sent. Depending on the originator, the wire may need to be sent through an additional (or "intermediary") bank and thus be delayed, or the information received may not be accurate or complete enough for the wire to be processed immediately.

To receive a wire to your Gesa Credit Union account, the sender will need the following information:

Beneficiary: Your name
Beneficiary's Account #: Your Gesa Credit Union account number
Beneficiary's Address: City, State, Zip Code
Receiving Institution: Gesa Credit Union, Richland, WA
Gesa's ABA routing number (or transit number): 325181248
Gesa's address (for wires): 51 Gage Blvd., Richland, WA 99352

These instructions also pertain to wires originated from outside the country. We are not a member of SWIFT, nor any other international wire service, but any bank large enough to be a U.S. correspondent for a foreign bank can forward the wire to us through Fed Line.

Sending Wire Transfers

Gesa can wire funds for you in any amount to any financial institution across the nation or around the world and the service is available for a nominal charge. Gesa does not send wires to Western Union.

You can have funds transferred the same day. The cut-off time for outgoing domestic wires is 12:30 PM Pacific Time for same-day processing, Monday - Friday (Holidays excepted). Domestic wire requests received after 12:30 PM and on Saturdays will be wired the next business day.

Only collected available funds can be transferred from Gesa Credit Union. See our current Fee Schedule for wire service charges.

Contact a Personal Financial Services Representative at 888.946.4372 or visit a Member Service Center to fill out a Domestic Wire Transfer Form.

To ensure a successful and timely wire transfer, the following information is required:

  • The receiving financial institution’s name
  • City and state of the receiving institution
  • The receiving institution's ABA number (routing number)
  • A U.S. correspondent bank for all international wires
  • Name of Beneficiary (person or company to whom the wire is being sent)
  • Account Number of Beneficiary (at receiving institution)
  • Address of Beneficiary (city, state, zip code)
  • If the beneficiary is going into the institution to obtain the funds and does not have an account at the receiving institution, please note it is a "P.U.P.I.D." (payable upon proper identification) wire.
  • Special Instructions - Provide details if the Beneficiary will need additional information to properly apply your wire transfer funds (such as to your escrow or account number with that company).

Foreign Wire Transfers

You will need to visit a Member Service Center to complete the International Wire Transfer Form. Depending on the banking system in the country of receipt, it may take a few days up to a few weeks for your wire to be received. In sending wires to banks in foreign countries, Gesa uses intermediary U.S. banks. Foreign wires require Intermediary Bank information on the wire form.

  • If being sent via an Intermediary Bank, the Intermediary Bank's name, routing number and account number at Intermediary Bank.

All wire transfers are denominated in US Dollars. Gesa Credit Union does not send wires denominated in foreign currencies, and cannot quote or speculate on applicable foreign exchange rates. Gesa Credit Union is not responsible for, nor can we predict, fees charged by any intermediary and/or foreign banks (routinely deducted from wire proceeds by the receiving bank). The cut-off time for outgoing foreign wires is 12:00 PM Pacific Time for same-day processing, Monday - Friday (Holidays excepted).

If you have any questions or need more information regarding a wire transfer, please call us at 888.946.4372 or visit one of our Member Service Center offices.