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Congratulations! Getting married is an exciting time. It’s also a great opportunity to look at your finances and determine if there are opportunities to enhance your situation. Here are some financial issues to consider:
If applicable, request a name change for your Credit Union account. Simply complete and return a name change form or visit one of our branches with your updated identification and completed name change application. It only takes a few minutes! Getting your financial affairs in order Managing your household finances is easy with a checking account and Visa check card. Pay for life’s necessities such as rent and groceries, as well as fun stuff like a dinner for two and theatre tickets. You can make purchases wherever you see the Visa logo and access ATMs for free. That's right - we reimburse ATM fees. To help you save time, have your employer setup direct deposit to deposit your paychecks electronically. By depositing your paycheck electronically, your money will begin earning interest quicker, you’ll have instant access to your cash and you’ll even save a few bucks on gas. Does your spouse have an account with another financial institution? No problem. It’s easy to make the change to Pacific Service CU. We even accept transfers to and from other financial institutions. It’s quick, easy and free using BranchLine online banking. Applications and Forms
Change of Address form - A quick and easy way to update your information. Designation of Beneficiary Form - Designates your new spouse as your sole beneficiary. Request for Additional Visa Card - Receive an additional credit card for your new spouse. Complete list of Credit Union applications and forms
Related Articles Buy instead of rent and pay yourself not a landlord Your dream wedding: avoid a financial nightmare What to Know About “Rent to Own” What You Should and Shouldn’t Purchase with Plastic Manage Your Debt and Avoid Money Troubles Helpful Links Name Changes and Social Security
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Add your spouse to your account & 