Suncoast News WINTER 2021 In this issue: • It’s Easy to Open a New Account for the New Year • Financial Resolutions for 2021
It’s Easy to Open a New Account for the New Year If opening a new checking or savings account is on your to-do list for 2021, we make it super easy! Whether you are saving for something special, working toward savings goals, or want a new account to cover specific expenses, you can open a new account in minutes online or using our app.
• STIS Can Help Get Your Financial Plan Back on Track
In SunNet, go to your accounts page and click the “Open New Account” button.
• Enjoy a Safer and Happier You
In SunMobile, go to your accounts page, tap the three dots on the upper-right corner and tap “Open New Account.”
• Suncoast Gives Back for Pay It Forward Day 2020
Follow the prompts and you’ll have your new account ready in a snap!
• Get Your Max Refund and Special Savings on TurboTax • Learn Finances for Free • Happy Anniversary to Members Title Agency • Service Center News
Financial Resolutions for 2 Want to improve your financial habits in the New Year? Use these easy financial resolutions to get your money management goals on the right track.
• Let’s Connect
Federal Insured by NCUA
1. Monitor your accounts regularly to protect yourself from fraud 2. Create financial goals that work for your needs 3. Automate your saving to make it a priority, even if you start small
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4. Maximize your opportunities with financial institutions having fee-free services 5. Work on your retirement plan, no matter your age 6. Learn money management skills 7. Get financial help if you need it
Read this entire article with expanded information on each resolution at
suncoastcreditunion.com/blog.
MY CLUB PACKAGE For a safer, healthier & happier you.
Enjoy a Safer and Happier You! Staying safe has never been so exciting! Our new My Club Package program provides security with benefits, such as:
to help you enjoy the lifestyle you love.
• Credit file monitoring • Access to credit reports and scores* • Monitoring of over 1,000 public databases • Identity theft expense reimbursement** • Fully managed resolution services
• Cellular Telephone Protectionreceive up to $400 of replacement or repair costs • Debit Advantage- includes buyer’s protection and extended warranty • Shopping Rewards- shop online using our customized shopping portal and receive cash back • Travel and Leisure Discountsmoney-saving discounts from thousands of local and national businesses
Along with the incredible identity protection, the My Club Package program offers additional benefits
This package also comes with:
Enroll today at Suncoast.MyClubPackage.com Benefits are available to primary account owner plus one adult joint account owner sharing the same Suncoast Credit Union account. To fully access all of the features and benefits, you and joint account owner (if applicable) must have a unique email address and must have online access. *Credit Score is a VantageScore 3.0 based on single bureau data. Third parties may use a different VantageScore or a different type of credit
score to assess your creditworthiness. **Special Program Notes: The descriptions herein are summaries only and do not include all terms, conditions and exclusions of the Benefits described. Please refer to the actual Guide to Benefit and/or insurance documents for complete details of coverage and exclusions. Coverage is provided through the company named in the Guide to Benefit or on the certificate of insurance.
Suncoast Gives Back for Pay It Forward Day 2020 In October 2020, we celebrated our 7th annual Pay It Forward Day, a day where our employees could give back to the communities we serve. This year we did things a little differently. To keep our team and the community safe during the pandemic, we focused on virtual and low-contact methods of volunteering. We also celebrated Pay It Forward Day all October long! Some team members created thank you cards for healthcare workers or seniors who could not have in-person visitors. Others gathered donations for people in need, particularly those who have been impacted by the pandemic. Throughout the month, our team volunteered for 1,832 hours. We are so proud to make a positive difference in our communities!
Keep your money moving forward with a financial professional. Maybe you’re feeling uncertain about your money, even about what the future might look like. You’re not alone — and you don’t have to go it alone. It all starts with a no-obligation, no-fee discussion with a financial professional, a check-up on where you stand now and where you hope to go. Now is a great time to get started.
To schedule a complimentary consultation, call 866.300.9382 or email STIS@suncoastcreditunion.com Appointments are available online and in-person.
Suncoast Trust & Investment Services is a marketing name used by Suncoast Credit Union. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. Trust services offered through MEMBERS Trust Company, Office of the Comptroller of the Currency. CBSI and MTC are under contract with financial institution to make their services available. Not NCUA Insured, No Financial Institution Guarantee, May Lose Value. Not a Deposit of Any Financial Institution. CBSI-3122950.1-0620-0722
Get Your Max Refund and Special Savings on TurboTax Getting your biggest possible tax refund has never been easier. From simple to complex taxes, TurboTax® has you covered. Just answer questions about your year, and TurboTax fills in all the right forms for you. Need help? Real experts are standing by -- and can even do your taxes for you, start to finish. Suncoast members save up to $20* when you start TurboTax now! Visit suncoastcreditunion.com/tax-services to learn more. *Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2020. Discount applies to TurboTax federal products only. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries.
Learn Finances for FREE
HAPPY ANNIVERSARY to Members Title Agency
Members Title Agency offers members a one-stop shop for their title insurance and closing needs for residential or business properties! Get low-cost fees and dedicated service from the moment you begin your application to closing of your mortgage. In December, Members Title Agency celebrated their 20 year anniversary. We look forward to many more years of helping our members realize their dreams of home ownership! To learn more about how Members Title Agency can help you, visit
floridamta.org/services
At Suncoast, we want our members to have all the tools they need to make their financial lives stressfree and prosperous. That’s why we offer a ton of FREE resources to help you learn about money management, such as: • Free online financial literacy courses • Free financial workshops and webinars • Blog posts, infographics and videos that cover financial topics Head to suncoastcreditunion.com today to start your free financial learning journey!
Service Center NEWS RELOCATED: • C rystal River
Service Center
1101 Northeast 5th St. Crystal River, FL 34429
Let’s CONNECT Connect with us on all of our social channels!
• W est Hernando
Service Center
(OPEN January 2021)
2140 Commercial Way Spring Hill, FL 34606
Facebook: Facebook.com/suncoastcreditunion Twitter: @SuncoastCU Instagram: @suncoastcreditunion YouTube: youtube.com/user/Suncoast1934