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Review Your Accounts

• Do you remember whom you have as a joint member on your account?
• Do you want a joint member on your account?
• Do you have a beneficiary(s) on your account?
• Are your address and phone number current with us?

If it’s been awhile since you opened your account with us, you may want to give us a call and make sure that all of your information is correct and up-to-date. You should review all of your accounts, policies, etc. at least annually, to make sure that the information is correct. If you have married, divorced, lost a loved one, or have a new baby or grandbaby, you may want to make changes on your account(s) or open new accounts.

Give us a call today, it won’t take 5 minutes, to go over your account(s) and make sure that they are set up the way you want them to be.

 
 


 
     
   
 

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