My Savings Goal Account

What are you saving for? A new car? A vacation? Your child’s college? Whatever it is, saving money isn’t easy. So we are here to help.

We are giving you the opportunity to save BIG. By opening a My Savings Goal account, you can save your money while earning a higher rate. You will earn 0.25% APY* on your savings, which will deposit back into your primary savings account twice a year – on January 1 and July 1.

Details

Open a My Savings Goal account by filling out the form below.
Transfer money to your My Savings Goal account as often as you’d like. You can even set up an automatic transfer to make it easier on yourself. However, you cannot transfer more than $1,000 per month.
My Savings Goal account funds will earn 0.25% APY* up to $5,000.
Maximum monthly deposit limit of $1,000 with no minimum monthly deposit.
Don’t make any withdrawals on your My Savings Goal account, otherwise you will be disqualified from earning 0.25% APY*.
On January 1 and July 1 all funds in your My Savings Goal account will be deposited into your primary savings, giving you the opportunity to start saving for a new goal.

Open My Savings Goal Account

Last three digits of member/account number * Required
Name * Required
First Last
Email * Required
Phone * Required
Please indicate which of the following accounts you wish to open. * Required
- Additional Savings (Add to existing account number)
- New Savings Account
- Christmas Club Account
- Advantage Checking Account
- Regular Checking Account
- Money Market Account
- My Savings Goal Account
If available, do you want the funds from your new account to be set up as an overdraft source? Please note that Checking Accounts with courtesy pay must be set up to overdraft from Primary Savings.
Please add any instructions as to where to take the initial funds to open the account and any additional comments. If closing an account, please use this space to detail your request.
Signature

By submitting this form, I am authorizing the credit union to open the selected accounts under my existing member number (account number). I further agree that I have read and agree to the terms of the chosen account types. I understand that there may be fees and regulations associated with each type of account, and hereby authorize the credit union to charge those fees.
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*APY = Annual Percentage Yield