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Suncoast News
WINTER 2021 It’s Easy to Open a New
In this issue:
Account for the New Year
• It’s Easy to Open a If opening a new checking or savings account is on your
New Account for the to-do list for 2021, we make it super easy! Whether you are
New Year saving for something special, working toward savings goals,
or want a new account to cover specific expenses, you can
• Financial Resolutions
for 2021 open a new account in minutes online or using our app.
• STIS Can Help Get In SunNet, go to your accounts page and click the “Open
Your Financial Plan New Account” button.
Back on Track
• Enjoy a Safer and In SunMobile, go to your accounts page, tap the three dots
Happier You on the upper-right corner and tap “Open New Account.”
• Suncoast Gives Back Follow the prompts and you’ll have your new account
for Pay It Forward Day
ready in a snap!
2020
• Get Your Max Refund
Financial Resolutions for 2 21
and Special Savings
on TurboTax
• Learn Finances for
Free
• Happy Anniversary to Want to improve your financial habits 4. Maximize your opportunities with
Members Title Agency in the New Year? Use these easy financial institutions having fee-free
financial resolutions to get your money services
• Service Center News management goals on the right track. 5. Work on your retirement plan, no
• Let’s Connect matter your age
1. Monitor your accounts regularly to 6. Learn money management skills
protect yourself from fraud
7. Get financial help if you need it
2. Create financial goals that work for
your needs
Read this entire article with expanded
3. Automate your saving to make it a information on each resolution at
priority, even if you start small
Federal Insured by NCUA suncoastcreditunion.com/blog.
Suncoast Gives
MY CLUB PACKAGE Back for Pay It
Forward
For a safer, healthier & happier you.
Day
2020
In October 2020,
Enjoy a Safer and Happier You! we celebrated our 7th annual Pay
It Forward Day, a day where our
Staying safe has never been to help you enjoy the lifestyle you employees could give back to the
so exciting! Our new My Club love. communities we serve.
Package program provides
security with benefits, such as: This package also comes with: This year we did things a little
• Credit file monitoring differently. To keep our team and
• Cellular Telephone Protection-
• Access to credit reports and receive up to $400 of the community safe during the
scores* replacement or repair costs pandemic, we focused on virtual
• Monitoring of over 1,000 public • Debit Advantage- includes and low-contact methods of
databases buyer’s protection and extended volunteering. We also celebrated
• Identity theft expense warranty Pay It Forward Day all October
reimbursement** • Shopping Rewards- shop online long!
• Fully managed resolution using our customized shopping
services portal and receive cash back
Some team members created
• Travel and Leisure Discounts-
Along with the incredible identity money-saving discounts from thank you cards for healthcare
protection, the My Club Package thousands of local and national workers or seniors who could not
program offers additional benefits businesses have in-person visitors. Others
gathered donations for people in
Enroll today at Suncoast.MyClubPackage.com
need, particularly those who have
Benefits are available to primary account owner score to assess your creditworthiness. been impacted by the pandemic.
plus one adult joint account owner sharing the
same Suncoast Credit Union account. To fully **Special Program Notes: The descriptions
access all of the features and benefits, you and herein are summaries only and do not include all Throughout the month, our team
joint account owner (if applicable) must have terms, conditions and exclusions of the Benefits
a unique email address and must have online described. Please refer to the actual Guide to volunteered for 1,832 hours. We
access. Benefit and/or insurance documents for complete are so proud to make a positive
details of coverage and exclusions. Coverage
*Credit Score is a VantageScore 3.0 based is provided through the company named in the difference in our communities!
on single bureau data. Third parties may use a Guide to Benefit or on the certificate of insurance.
different VantageScore or a different type of credit
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 im-
portant 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 HAPPY ANNIVERSARY
to Members Title Agency
Finances
for FREE 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 Service Center NEWS
their financial lives stress-
free and prosperous. That’s RELOCATED:
why we offer a ton of FREE
resources to help you learn • C
rystal River • W
est Hernando
about money management, Service Center Service Center
such as: (OPEN January 2021)
1101 Northeast 5th St.
Crystal River, FL 34429 2140 Commercial Way
• Free online financial
Spring Hill, FL 34606
literacy courses
• Free financial workshops
and webinars
• Blog posts, infographics
and videos that cover Let’s Facebook: Facebook.com/suncoastcreditunion
financial topics
CONNECT Twitter: @SuncoastCU
Head to
suncoastcreditunion.com Connect with us Instagram: @suncoastcreditunion
today to start your free on all of our social
financial learning journey! channels! YouTube: youtube.com/user/Suncoast1934You can also read
