Getting married is an important decision and a milestone in one’s life. It is also a good time to start re-evaluating certain financial issues to ensure that your future together will continue on a smooth path.
Some items you may want to consider:
Your wedding should not involve any unnecessary stress. You can make automatic transfers to your Savings Account so you will be saving money for the big day effortlessly. You can open a Secondary Savings Account specifically for the wedding and set up automatic transfers through online banking.
Establish your new name (if applicable) on your LA Financial Credit Union Account
Simply visit one of our branches with your updated State ID or Driver’s License, and fill out a new Master Account Signature card. We will update your information quickly and efficiently to ensure your new name is in effect when you need it. Or you can download a Master Account Signature Card and mail it to us with a copy of your ID.
Add a new owner to your account
To add a spouse to your account, just visit one of our branches with your new co-owner. Present current State ID and or Driver’s License and fill out a new Master Account Signature Card. Download a Master Account Signature Card and save time when you visit the branch. It’s that simple!
Re-order checks to include your spouse
Re-order checks to include your spouse’s name.
Your new spouse has accounts at another financial institution and you want to consolidate? Use our convenient Switch Kit. Just print it out and mail the appropriate sections to move your funds, change your direct deposits, and change any automatic payments.