Investing in America First’s many savings options is a wise way to save for your financial future. From IRAs, Certificates, Dedicated Savings and Health Savings, to Money Market and Coverdell Education Accounts, we offer safe and accessible deposits that earn dividends. Without naming beneficiaries:
- Your estate must go through the probate process.
- Your intentions might be unknown.
- Your heirs may be burdened trying to resolve these issues or wait for a probate resolution.
- The credit union cannot act on a will.
Incomplete or outdated beneficiaries may result in designations not matching your will or trust. You should review beneficiaries, especially after life-changing events such as a death of a loved one, divorce, marriage, or a change in financial status.
Take the time to complete and review all the beneficiary designations on each of your separate accounts to protect your interests and loved ones. If you have any questions or need help, feel free to call 1-800-999-3961 or visit americafirst.com.
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At America First Credit Union, our chief concern is the financial well-being of members. We strive to provide superior products and services and strengthen the communities we serve.