Category: IRAs

Beneficiaries

Image of a folder with beneficiary information. Learn about adding beneficiaries to your account on this page.

Beneficiaries are one or more people or an entity that you name in your Credit Union account to receive funds upon your death. Beneficiaries have no rights to the account (ownership or management). To Add a Beneficiary to your account: Information Needed: Social Security Number Date of Birth Address Contact Information If the Beneficiary being… Read more »

IRAs FAQ

IRAs FAQ (Individual Retirement Accounts) Welcome to our IRAs FAQ! The Credit Union’s IRA program allows you to lock your retirement funds into a higher rate for a specific term. The most frequently asked questions we get about our IRAs pertain to our account features. See below for features and benefits. Please contact a Member… Read more »