With tax season upon us, it’s easy to get lost in a sea of paperwork. Need some help wading through? CU1 is happy to point you toward free tax assistance opportunities!*
For easy access to your CU1 tax documents, simply sign in to Online Access. We keep your records stored in one tidy place under the Accounts widget > Tax Information tab, so you have this info on hand when needed. With hassle-free access to organized records and local help from AARP and United Way, tax season is almost smile-worthy! Almost.
*Free tax filing is based upon income bracket. Refer to this website for additional details.
All branches and our Member Service Center will be closed:
All Credit Union 1 members are invited to attend our annual membership meeting at 6:00pm on Tuesday, March 27. This meeting will take place at CU1 Headquarters, located at 1941 Abbott Road in Anchorage.
If you can’t make it to the meeting, be sure to view our 2017 Annual Report for a recap of the previous year and insight to the year ahead! This report will be available at the end of March in your local branch or online at cu1.org.
Credit Union 1 is excited to invite you to our first-ever #CU1LUV Day in Soldotna! On March 22, we’ll be hosting a top-notch (and FREE!) celebration from 6:30-8:30pm, as our way of saying thank you to all the friends, neighbors and CU1 members who help make Soldotna a special place to be. Join us for free hors d'oeuvres, free beer and wine, free swag, and a chance to meet our President/CEO James Wileman!
Mark your calendar, and we look forward to celebrating #CU1LUV Day with you on March 22.
Time to trade in your vehicle for an upgraded ride? With BonusDrive, you could get an extra $500 when you shop for and purchase or lease a vehicle from select leading auto manufacturers — Jeep®, Hyundai, Ram, Dodge, Fiat and Chrysler.*
Once a purchase is complete, fill out the quick BonusDrive application online within 60 days of purchase or lease, and you could receive $500 in addition to any other applicable discounts, trade-in value or incentives you’re already getting. In approximately eight to ten weeks, you’ll get a $500 check at home to spend however you like. It’s really that simple.
How easy is it to get a $500 reward? Visit BonusDrive.com for details.
* See BonusDrive ‘Terms of Service’ at BonusDrive.com for all program rules and eligibility.
Each year, Credit Union 1 is proud to offer the Bill Countryman Scholarship program to qualified Alaskan applicants. Among other requirements, eligible applicants will show financial need, have a positive academic record, a record of community involvement and extra-curricular activities, and share their future plans/goals. Please email email@example.com with any questions! Applications are due no later than March 31, 2018 and can be submitted online here.
Regulation D (Reg D) is a federal regulation that limits the number of transfers allowed from a savings account each month. To maintain compliance with this federal requirement, the number of transfers that CU1 members can make from a savings account is limited to six per month. This applies to any transfer from savings that is made via Online Access, ACH, Bill Pay, periodic transfer, audio response – and new in 2018, phone transfers as well.
Transfers made in person do not count toward the Reg D limit, and additionally, you can make as many transfers INTO savings as you’d like. If you need to complete more than six transfers in a month, we encourage you to make use of a spending or loan account to do so, as transfers from these accounts are unlimited!
The time has come again to complete your Alaska PFD application! To ensure speedy access to these special funds, be sure to choose direct deposit rather than a paper check. Credit Union 1’s bank code is CQ. Our routing number is 325272063.
If you would like your PFD to be direct deposited to your spending account, you will need your 11 digit account number, which can be found on the bottom of your CU1 checks or within Online Access.
Wondering if your CU1 account will receive a 1099-INT form? If the total amount of CU1 dividends associated with your social security number exceeds $10, you’ll receive a 1099-INT for each account on which you are owner or joint owner. These separate 1099-INTs will detail the specific dividend amount earned by each CU1 account.
If you are a paper statement user, your 1099-INT(s) will arrive by mail. If you make use of handy CU1 e-Statements, these forms can be accessed by clicking the Accounts widget in Online Access, selecting a specific account, and then clicking the Statements tab.
Are you a CU1 real estate member? Tax documents for real estate may arrive by mail instead, from our real estate servicing partner, Cenlar.