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Gesa Credit Union will be closed on July 4 for Independence Day. This includes all branches and our Member Contact Center. Regular hours will resume July 5. Learn more about our holiday hours
Resources —

Forms and Tax Information

Resource TOC

Forms Printing Instructions

Information & Instructions

Printing Forms

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.

Account Fees & Disclosures

Account fees & disclosures

Membership forms

Membership Forms

Change of Address Form: Use this form to inform us of a change in your home address. You will be redirected to Adobe® Acrobat® Sign, where your identity will be verified prior to completing and submitting the Address Change Form.

Change in Ownership Status: Use this form if you are a joint owner on an account and would like to be removed.

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.d

Consumer Wires & Transfers

Consumer Wires & Transfers

This form is not valid for HELOC, mortgage, or credit card payments.

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.

Business Wires & ACH Activity

Business Wires & ACH Activity

Tax Information

Tax Forms & 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

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.

Approximate Date Sent by Gesa: January 31
Access Form 1099-INT

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.

Approximate Date Sent by Gesa: January 31
Access Form 1099-R

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

Approximate Date Sent by Gesa: January 31
Access Form 1098

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

Approximate Date Sent by Gesa: May 31 
Access Form 5498
(contributions can be made from the previous year through April of the current year)

People helping people.

Gesa credit union is committed to making a positive impact in the communities we serve.

Affinity Partner Cards

Affinity debit cards give back to your community when you swipe.

We're in the business of growing yours.

We have the accounts, products, and services to help you and your small business succeed.

Business owner

Business Visa:
A low-rate card made for business owners.

Learn More

Banking made for you.

With best-in-class rates and a variety of everyday banking products, Gesa has the right account, card, or loan for you.

Gesa customer using card

Up to 5.00% APY
On select checking accounts!

Learn More

We have upgraded to a new account opening process. Click Get Started to continue.

Getting started is easy!

Applying should only take a few minutes. Please have these documents ready:

Call (888) 946-4372 or apply at a branch

Already a member?

Use your online banking log-in to pre-fill your application with saved information.

Notes & Fees Glossary

*APY* APY = Annual Percentage Yield. Rates, terms, and fees are subject to change. APY is accurate as of the first day of the month – the last dividend declaration date.
SmartPlus Checking*To earn the higher rate, you must:
  1. Enroll in eStatements
  2. Make a monthly direct deposit of over $200
  3. Complete 15 debit card transactions
  4. Provide and maintain a valid email address
  5. Limit one account per member
For any month where the account does not meet the qualification requirements, the account will earn a lower rate. Minimum balance of $5 needed to open.Qualifying account balances meet minimum requirements. APY subject to change monthly. Rate may change after the account is opened. The qualifying period begins with the first day of the calendar month and ends on the last day of the calendar month at 6:00 P.M. Pacific Time. No monthly fees and no minimum balance required to maintain account. Minimum opening deposit of $5. Fees could reduce earnings. Limit of one specialty checking account (Smart Plus Checking) per member.

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