Tax statements for deposit interest are sent for amounts of $10.00 or more and can be viewed in online banking for members enrolled in eStatements. You can view your deposit interest in online banking by choosing an account and selecting "account details." For Stimulus Check information, please visit https://www.irs.gov/coronavirus/get-my-payment or call the IRS at 800-919-9835.

Rollover Planning

When retiring or starting a new job, understand the options for your existing retirement savings.

Here’s an opportunity to attend a valuable virtual seminar on this important topic.

Rollover Planning

Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.

In this session you will learn the answers to questions, including:

  • Pros and Cons to leaving your money in the company plan
  • Possible taxes or penalties we may face when moving money
  • Options for moving it your new company plan
  • Rolling it over to a personal IRA

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-3380150.2-1220-0123