Case: Rodriguez Perez v. First Tech Federal Credit Union

4:23-cv-06704 | U.S. District Court for the Northern District of California

Filed Date: Dec. 29, 2023

Case Ongoing

Clearinghouse coding complete

Case Summary

On December 29, 2023, a private plaintiff, represented by the Mexican American Legal Defense and Educational Fund, filed a class action lawsuit against First Technology Federal Credit Union (“FTF”), in the United States District Court for the Northern District of California, alleging that FTF followed a policy of denying full access to banking products and services to applicants on the basis of their immigration status, including those who have Deferred Action for Childhood Arrivals (DACA) stat…

On December 29, 2023, a private plaintiff, represented by the Mexican American Legal Defense and Educational Fund, filed a class action lawsuit against First Technology Federal Credit Union (“FTF”), in the United States District Court for the Northern District of California, alleging that FTF followed a policy of denying full access to banking products and services to applicants on the basis of their immigration status, including those who have Deferred Action for Childhood Arrivals (DACA) status. The Plaintiff challenged FTF’s denial on two grounds: (1) discrimination based on immigration/citizenship status in violation of the Civil Rights Act of 1966; and (2) Unruh Civil Rights Act, California’s state civil rights act. The plaintiff sought class certification, declaratory judgment, a preliminary and a permanent injunction, and statutory and compensatory damages. This case was assigned to Magistrate Judge Thomas S. Hixson.

On September 5, 2024, the Plaintiff filed for a motion for preliminary approval of a class action settlement, and on October 8, Judge Hixson granted the motion. The court conditionally certified two classes, the California Class and the National Class. The California Class consisted of 20 individuals, who according to FTF, were residing in California and applied for a Residential Secured Loan (“RSL”) with FTF between December 21, 2021 through December 29, 2023, provided an employment authorization card (“EAD”) during the application process, and was denied their application solely because of their immigration or citizen status. The National Class consisted of 43 individuals, who according to FTF’s records, were residing in any other American state besides California, and applied for a RSL with FTF and provided their EAD during the application process between December 21, 2021 through December 29, 2023, and was denied their application solely based on their immigration or citizenship status. The settlement provided two forms of relief for class members: (1) corrective action in which FTF will not deny RSL applications solely because of an applicant’s immigration or citizenship status; and (2) FTF would pay $81,500 (“Settlement Fund”)  to be used for individual payments to each class member to compensate for the alleged statutory violations and harm suffered. Each California class member received $3,000, and each National class member received $500.

On January 23, 2025, Judge Hixson granted final approval of class action settlement, finding no need to change what was approved in the preliminary approval and, on January 28, the court dismissed the case with prejudice, although it retained jurisdiction over the administration and enforcement of the settlement agreement. As of March 4, 2025, the court continues to monitor the settlement. 

Summary Authors

Danica Fong (3/4/2025)

People

For PACER's information on parties and their attorneys, see: https://www.courtlistener.com/docket/68126520/parties/rodriguez-perez-v-first-tech-federal-credit-union/


Judge(s)

Hixson, Thomas S. (California)

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Documents in the Clearinghouse

Document
2

4:23-cv-06704

Complaint for Violations of 42 U.S.C. § 1981 and California State Law; Injunctive and Declaratory Relief and Damages

Dec. 29, 2023

Dec. 29, 2023

Complaint
34

4:23-cv-06704

Order Granting Preliminary Approval of Class Action Settlement

Oct. 8, 2024

Oct. 8, 2024

Order/Opinion

2024 WL 4453291

39

4:23-cv-06704

Order Granting Final Approval of Class Action Settlement and Motion for Attorneys’ Fees

Jan. 23, 2025

Jan. 23, 2025

Order/Opinion

2025 WL 277403

42

4:23-cv-06704

Joint Judgment

Jan. 28, 2025

Jan. 28, 2025

Order/Opinion

Resources

Docket

See docket on RECAP: https://www.courtlistener.com/docket/68126520/rodriguez-perez-v-first-tech-federal-credit-union/

Last updated Aug. 27, 2025, 3:03 a.m.

ECF Number Description Date Link Date / Link
2

Complaint

Dec. 29, 2023

Dec. 29, 2023

New Case Filing Fee

Dec. 29, 2023

Dec. 29, 2023

~Util - Case Assigned by Intake

Dec. 29, 2023

Dec. 29, 2023

4

Initial Case Management Scheduling Order with ADR Deadlines

Jan. 2, 2024

Jan. 2, 2024

5

Consent/Declination to Proceed Before a US Magistrate Judge

Jan. 11, 2024

Jan. 11, 2024

Clerk's Notice

Jan. 19, 2024

Jan. 19, 2024

7

Consent/Declination to Proceed Before a US Magistrate Judge

Jan. 24, 2024

Jan. 24, 2024

8

Application for Refund

Jan. 24, 2024

Jan. 24, 2024

9

Waiver of Service Executed

Jan. 26, 2024

Jan. 26, 2024

10

Refund Status

Jan. 30, 2024

Jan. 30, 2024

11

Notice of Appearance

March 5, 2024

March 5, 2024

12

Notice of Appearance

March 7, 2024

March 7, 2024

13

Certificate of Interested Entities, Corporate Disclosure Statement, or Rule 7.1 Disclosures

March 7, 2024

March 7, 2024

14

Certificate of Interested Entities, Corporate Disclosure Statement, or Rule 7.1 Disclosures

March 7, 2024

March 7, 2024

15

ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options

March 7, 2024

March 7, 2024

Clerk's Notice re: Consent or Declination

March 8, 2024

March 8, 2024

17

Stipulation without Proposed Order

March 12, 2024

March 12, 2024

18

Consent/Declination to Proceed Before a US Magistrate Judge

March 12, 2024

March 12, 2024

19

Stipulation and Proposed Order

March 21, 2024

March 21, 2024

20

Order on Stipulation

March 22, 2024

March 22, 2024

21

Stipulation and Proposed Order

April 10, 2024

April 10, 2024

22

Order on Stipulation

April 11, 2024

April 11, 2024

23

Stipulation and Proposed Order

April 17, 2024

April 17, 2024

24

Order on Stipulation

April 18, 2024

April 18, 2024

25

Stipulation and Proposed Order

May 14, 2024

May 14, 2024

26

Order on Stipulation

May 16, 2024

May 16, 2024

27

Stipulation and Proposed Order

June 11, 2024

June 11, 2024

28

Order on Stipulation

June 11, 2024

June 11, 2024

29

Stipulation and Proposed Order

July 10, 2024

July 10, 2024

30

Order on Stipulation

July 10, 2024

July 10, 2024

31

Miscellaneous Relief

Sept. 5, 2024

Sept. 5, 2024

32

Order AND Order Setting Hearing on Motion

Sept. 20, 2024

Sept. 20, 2024

33

Statement

Oct. 3, 2024

Oct. 3, 2024

34

ORDER by Judge Thomas S. Hixson granting 31 Motion for Preliminary Approval of Class Action Settlement. Final Approval Hearing set for 1/23/2025. (tshlc1, COURT STAFF) (Filed on 10/8/2024)

Oct. 8, 2024

Oct. 8, 2024

Clearinghouse
35

Attorney Fees

Oct. 29, 2024

Oct. 29, 2024

36

Miscellaneous Relief

Dec. 12, 2024

Dec. 12, 2024

Set Deadlines/Hearings

Dec. 18, 2024

Dec. 18, 2024

37

Order

Dec. 30, 2024

Dec. 30, 2024

38

Statement

Jan. 3, 2025

Jan. 3, 2025

39

ORDER by Judge Thomas S. Hixson granting 35 Motion for Attorney Fees; granting 36 Motion for Final Approval of Class Action Settlement. The parties shall file a proposed judgment by January 30, 2025. In accordance with the Northern District 's Procedural Guidance for Class Action Settlements, within 21 days after the distribution of the settlement funds and payment of attorneys' fees, Class Counsel shall file a Post-Distribution Accounting. (tshlc1, COURT STAFF) (Filed on 1/23/2025)

Jan. 23, 2025

Jan. 23, 2025

RECAP

Motion Hearing

Jan. 23, 2025

Jan. 23, 2025

41

Proposed Order

Jan. 28, 2025

Jan. 28, 2025

42

Judgment AND Terminate Civil Case

Jan. 28, 2025

Jan. 28, 2025

RECAP
43

Post-Distribution Accounting Form

July 23, 2025

July 23, 2025

44

Post-Distribution Accounting Form

Aug. 15, 2025

Aug. 15, 2025

Case Details

State / Territory:

California

Case Type(s):

Immigration and/or the Border

Public Accommodations/Contracting

Key Dates

Filing Date: Dec. 29, 2023

Case Ongoing: Yes

Plaintiffs

Plaintiff Description:

A DACA-recipient private plaintiff on behalf of himself and similarly situated plaintiffs

Plaintiff Type(s):

Private Plaintiff

Attorney Organizations:

MALDEF

Public Interest Lawyer: Yes

Filed Pro Se: No

Class Action Sought: Yes

Class Action Outcome: Granted

Defendants

First Technology Federal Credit Union, Private Entity/Person

Defendant Type(s):

Bank or credit provider

Case Details

Causes of Action:

42 U.S.C. § 1981

Other Dockets:

Northern District of California 4:23-cv-06704

Available Documents:

Complaint (any)

Injunctive (or Injunctive-like) Relief

Monetary Relief

Trial Court Docket

Outcome

Prevailing Party: Plaintiff

Relief Granted:

Attorneys fees

Damages

Injunction / Injunctive-like Settlement

Source of Relief:

Settlement

Form of Settlement:

Court Approved Settlement or Consent Decree

Content of Injunction:

Discrimination Prohibition

Preliminary relief granted

Amount Defendant Pays: $133,405

Issues

General/Misc.:

Access to public accommodations - privately owned

Other Banking

Pattern or Practice

Discrimination Area:

Lending

Discrimination Basis:

Immigration status

Immigration/Border:

DACA (Deferred Action for Childhood Arrivals)

Status/Classification