Member Resources
Refer-a-Member
Refer, Reward, Repeat.
It is natural to want to share something good with others. Your membership with JMAFCU is a very good thing and we will reward you for sharing it with your fellow associates and immediate family members.
Referring a JMFE associate or immediate family member is a simple two-step process:
Complete the “Refer A Member” form below by clicking the “New Member Referral Form” button below
Receive a $25.00 deposit into your account when your referral joins JMAFCU with a qualifying Checking Account or Member Loan*. There is no limit to the number of referrals you can make!
*New membership must include a minimum deposit of $100.00, an eChecking Account or qualifying loan and Direct Deposit.
Remember, share the wealth. Refer, reward, repeat.
Ready to become a member today? Follow the link below to our secure membership application.
GreenPath Financial Wellness
GreenPath Financial Wellness - a program to provide you with access to one-on-one financial counseling, debt management services, and financial education tools. GreenPath Financial Wellness is a benefit provided by your credit union.
Budget Worksheet
Budget Worksheet- an easy-to-use tool designed to help you manage money more effectively.
Capital Mortgage Funding
Capital Mortgage Funding - JM Associates Federal Credit Union has partnered with Capital Mortgage Funding, the best mortgage banker. We offer our members great service and access to many mortgage products to meet our members’ specific borrowing needs.
NCUA
NCUA - The mission of the NCUA is to provide, through regulation and supervision, a safe and sound credit union system which promotes confidence in the national system of cooperative credit. Learn more about NCUA’s mission, culture, values and how we ensure millions of Americans can safely and confidently use credit unions for their financial needs.
SavingsBond.Gov
SavingsBond.Gov - TreasuryDirect is the first and only financial services website that lets you buy and redeem securities directly from the U.S. Department of the Treasury in paperless, electronic form.
TruStage Insurance Program
The TruStage Insurance Program offers proven, discounted insurance protection designed especially for credit union families.
TruStage Insurance: Simple, Straightforward, Designed to Fit your Budget.
Insurance is part of a solid financial plan. From finding a policy that fits your budget to making sure your coverage is adequate, dependable insurance can help give you peace of mind today and financial relief when you need it.
Backed by more than 80 years of working with credit unions and their members, you can count on TruStage to help protect what matters most.
To get quotes or just explore your options, visit TruStage.com.
Copyright 2017, TruStage. All Rights Reserved.
TruStage insurance products and programs are made available through TruStage Insurance Agency, LLC. Life insurance and AD&D insurance are issued by CMFG Life Insurance Company. Auto and Home Insurance Program are issued by leading insurance companies. The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by your credit union.
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Members Trust Services
Members Trust Services - Trust Services, offered through MEMBERS Trust Company, can help you protect your assets and your family.
People often associate trust funds only with the wealthy, but a trust fund can actually be an effective financial tool for many people in many circumstances.
JM Associates Federal Credit Union’s Trust Services, offered through MEMBERS Trust Company, can help you protect your assets and your family.
A trust is a separate, legal entity that holds property or assets of some kind, such as cash, investments, real estate or a business for the benefit of a specific person, group of people or organization known as the beneficiary or beneficiaries. The person creating a trust appoints a trustee, who holds the account and manages the property according to the written wishes of the person who sets up the trust.
We can assist you with several different trust options, living, testamentary, revocable and non-revocable, charitable remainder, bypass and credit shelter as well as Escrow Accounts and Investment Management Agency Accounts.
We can also act as a corporate fiduciary or make decisions on your behalf, execute the terms of your trust agreement and provide professional investment management.
You may want to appoint a corporate fiduciary if you need help with money management, you want to simplify your life and have someone else take care of the details, you become incapacitated, you want someone to control your money after your death or you want to avoid excessive estate taxes or probate.
Whether it makes sense to use trust services depends on your individual circumstances. Some common reasons for seeking trust services are:
To provide for minor children or family members who lack financial experience or who are unable to manage their assets
To provide for management of your assets should you become unable to oversee them yourself
To avoid probate and transfer your assets immediately to your beneficiaries upon death
To reduce estate taxes or provide liquid assets to help pay for them
For more details, contact: JMAFCU Trust Officer Tamara Kidd - (813) 631-9191 ext. 717