TOGETHER WE’RE FAMILY - Shell FCU

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Have CU questions? Send to: [email protected]. This publication does not constitute legal, accounting or other professional advice. Although intended to be accurate, neither the publisher nor any contributing party assumes liability for loss or damage due to reliance on this material. Shell Federal Credit Union publication. All rights reserved. PAGE 1 March 1 st , 2019 - Friday Community Blood Drive 1 PM – 5PM Shell FCU, Deer Park - 301 E 13 th St, Deer Park, TX 77536 Give the Gift of Life! Join the FCU Team and Chi-St. Luke’s at our Community Blood Drive. Appointments are available in 15 minute increments. Event is free and open to the public. Sign up for your appointment today by emailing [email protected]. March 22 nd , 2019 - Friday 82nd Annual Meeting Deer Park High School – South Campus Performing Arts Center 710 W. San Augustine, Deer Park, TX 77536 (Entrance is on Joe Scott Cathey Ave.) Doors open at 6PM. Meeting will begin promptly at 7PM. *No tickets will be distributed after meeting is called to order. Limited parking available for vehicles with handicapped place cards or plates. Golf carts will be available to help shuttle members from the parking lot. Upcoming Events TOGETHER WE’RE FAMILY Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2018. 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. TurboTax $25,000 Sweepstakes. NO PURCHASE OR FINANCIAL DISCLOSURE NECESSARY. Open to legal residents of the 50 United States or the District of Columbia, 18 years of age or older at time of entry, who are customers of participating Financial Institutions or employees of participating businesses. Void in Puerto Rico and where prohibited by law. Sweepstakes ends 2/14/19. Subject to complete Official Rules and all applicable federal, state and local laws. For Official rules including participating Financial Institutions and business, odds of winning, alternate method of entry, and prize descriptions, visit the Official Rules. PRIZES: 1 Grand Prize: A check for $25,000. Retail value, $25,000. 12 First Prizes: A check for $1,000. Retail value, $1,000 each. Maximum retail value of all prizes is $37,000. The odds of winning a prize depend upon the total number of eligible entries received by the end of the Promotion Period. SPONSOR: Intuit Inc., 7535 Torrey Santa Fe Rd, SDG-2A-03-22E, San Diego, CA, 92129. Shell FCU & TurboTax® Tax Documents Save on TurboTax and get a chance to win $25k! As a Shell FCU member, you can save up to $15 on TurboTax — the #1 best-selling tax software. With TurboTax, you’ll get your taxes done right and your biggest possible refund — plus a chance to win $25,000! To be automatically entered to win, just try TurboTax Online for FREE (and provide your email address) by February 14 th . Start TurboTax today for free! If you’re enrolled in eStatements, you will be able to receive your tax documents electronically within Online Banking or the Direct Sign On portal found on our website www.ShellFCU.org/Products/eStatements. The 1098, 1099-INT, and the 1099-MISC tax documents will be available electronically while the 5498 and 1099-R tax documents will be mailed with paper statements. With tax season right around the corner, we want to provide you the fastest and most-secure way to get the documents you need. Tax documents will be available at the end of January. If you have any questions about your tax documents, please call 713-844-1100 or speak with a Shell FCU representative the next time you visit one of our convenient locations. Stay tuned to our website and Facebook for more upcoming events! WINTER 2019 Since 1937, Shell FCU has been improving lives through service, lending, financial planning and positive support. This year we want to continue looking out for our neighbors, family, members–YOU! Because at Shell FCU “Together We’re Family.” Shell FCU will be hosting Great Grocery Giveaway in 2019! Enter to win one of three monthly $500 prizes when you open an eChecking account, a Share Certificate or obtain an auto, signature, home equity or mortgage loan. For complete contest rules and details, visit www. ShellFCU.org. Thank you for the opportunity to serve you and we appreciate the trust you place in Shell FCU.

Transcript of TOGETHER WE’RE FAMILY - Shell FCU

Page 1: TOGETHER WE’RE FAMILY - Shell FCU

Have CU questions? Send to: [email protected]. This publication does not constitute legal, accounting or other professional advice. Although intended to be accurate, neither the publisher nor any contributing party assumes liability for loss or damage due to reliance on this material. Shell Federal Credit Union publication. All rights reserved.

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March 1st, 2019 - FridayCommunity Blood Drive1 PM – 5PMShell FCU, Deer Park - 301 E 13th St, Deer Park, TX 77536Give the Gift of Life! Join the FCU Team and Chi-St. Luke’s at our Community Blood Drive. Appointments are available in 15 minute increments. Event is free and open to the public. Sign up for your appointment today by emailing [email protected].

March 22nd, 2019 - Friday82nd Annual MeetingDeer Park High School – South Campus Performing Arts Center710 W. San Augustine, Deer Park, TX 77536(Entrance is on Joe Scott Cathey Ave.)Doors open at 6PM. Meeting will begin promptly at 7PM.*No tickets will be distributed after meeting is called to order. Limited parking available for vehicles with handicapped place cards or plates. Golf carts will be available to help shuttle members from the parking lot.

Upcoming Events

TOGETHER WE’RE FAMILY

Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2018. 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. TurboTax $25,000 Sweepstakes. NO PURCHASE OR FINANCIAL DISCLOSURE NECESSARY. Open to legal residents of the 50 United States or the District of Columbia, 18 years of age or older at time of entry, who are customers of participating Financial Institutions or employees of participating businesses. Void in Puerto Rico and where prohibited by law. Sweepstakes ends 2/14/19. Subject to complete Official Rules and all applicable federal, state and local laws. For Official rules including participating Financial Institutions and business, odds of winning, alternate method of entry, and prize descriptions, visit the Official Rules. PRIZES: 1 Grand Prize: A check for $25,000. Retail value, $25,000. 12 First Prizes: A check for $1,000. Retail value, $1,000 each. Maximum retail value of all prizes is $37,000. The odds of winning a prize depend upon the total number of eligible entries received by the end of the Promotion Period. SPONSOR: Intuit Inc., 7535 Torrey Santa Fe Rd, SDG-2A-03-22E, San Diego, CA, 92129.

Shell FCU & TurboTax®

Tax Documents

Save on TurboTax and get a chance to win $25k! As a Shell FCU member, you can save up to $15 on TurboTax — the #1 best-selling tax software. With TurboTax, you’ll get your taxes done right and your biggest possible refund — plus a chance to win $25,000! To be automatically entered to win, just try TurboTax Online for FREE (and provide your email address) by February 14th. Start TurboTax today for free!

If you’re enrolled in eStatements, you will be able to receive your tax documents electronically within Online Banking or the Direct Sign On portal found on our website www.ShellFCU.org/Products/eStatements.The 1098, 1099-INT, and the 1099-MISC tax documents will be available electronically while the 5498 and 1099-R tax documents will be mailed with paper statements. With tax season right around the corner, we want to provide you the fastest and most-secure way to get the documents you need. Tax documents will be available at the end of January.If you have any questions about your tax documents, please call 713-844-1100 or speak with a Shell FCU representative the next time you visit one of our convenient locations.

Stay tuned to our website and Facebook for more upcoming events!

WINTER 2019

Since 1937, Shell FCU has been improving lives through service, lending, financial planningand positive support. This year we want to continue looking out for our neighbors, family, members–YOU! Because at Shell FCU “Together We’re Family.” Shell FCU will be hosting Great Grocery Giveaway in 2019! Enter to win one of three monthly $500 prizes when you open an eChecking account, a Share Certificate or obtain an auto, signature, home equity or mortgage loan. For complete contest rules and details, visit www.ShellFCU.org. Thank you for the opportunity to serve you and we appreciate the trust you place in Shell FCU.

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Federally Insured by NCUAwww.ShellFCU.org 713-844-1100 800-388-5542

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1. When leaving a Shell FCU branch or ATM, verify your cash before you leave. Then put your card, cash and receipt away immediately.

2. If you see anyone or anything suspicious, cancel your transaction, leave right away and notify Shell FCU. If anyone follows you after making a transaction, go to a crowded, well-lit area and call the police.

3. Do not leave your car unlocked or engine running when you get out to use an ATM or enter a branch. When using a drive-up ATM, make sure all your doors are locked and windows are up.

4. Always be aware of your surroundings when using an ATM or visiting a Shell FCU branch.

Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law.

* Shell Insurance Agency, LLC (SIA) is a subsidiary of Shell FCU. Membership with Shell FCU is not required to receive a no-obligation quote, nor commit to insurance services with Shell Insurance Agency. Insurance products are not deposits of Shell FCU and may subject risk. Any insurance required as a condition of an extension of credit by Shell FCU need not be purchased from Shell Insurance Agency, LLC and may be purchased from an agent or an insurance company of the member’s choice. Business conducted with SIA is separate and distinct from any business conducted with Shell FCU.

Keep Us Updated!

Monday, January 21st, 2019Martin Luther King, Jr. Day

Monday, February 18th, 2019President’s Day

Friday, April 19th, 2019Good Friday

Holiday Closings

We are searching for friendly and outgoing individuals who are committed to great member service and who can exhibit

our Service Distinctions and Shell FCU Employee Creed. Visit www.ShellFCU.org to apply for our

current open positions.

We want to keep in touch with you for many reasons. Your account security is important to us as well as opportunities to save you money. If you have recently moved, changed your phone number or email address, please let us know so you can be contacted easily in regards to your account. The change of address form is located online at www.ShellFCU.org. You can also call us at 713-844-1100 or inform a Shell FCU Representative the next time you visit any of our convenient locations.

Member Security Tips

Insurance & Your Auto Loan

For 5 years, Shell Insurance Agency, LLC. (SIA) has been protecting families and businesses through personalized insurance products and services. Sherry and Allana are ready to listen to your insurance needs and provide the personalized service you deserve.

Contact Us!To receive a no-obligation quote, visit our website or

call 713-844-1111 to schedule a meeting with an Insurance Specialist in-person or by phone.

At Shell FCU, we are focused on giving our members the most exceptional service we can offer. We also want to make sure you and your family are safe and secure after our interactions. Here are a few tips regarding safety leaving our branches or ATMS:

When financing your vehicle at Shell FCU, there are a few things to keep in mind when it comes to your auto insurance:

Shell Federal Credit Union, P.O. Box 578, Deer Park, TX 77536

1. Insurance must remain in the primary loan holder’s name, not just covered by another policy.

2. Comprehensive and Collision insurance are required. Deductibles cannot exceed $1,000 each.

3. Lien holder information must be listed as follows:

Trying to save a few dollars on your insurance by switching? Contact Shell Insurance Agency today for a no-obligation quote! Visit www.shellinsuranceagency.com for more information.

Shell FCU Career Opportunities

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