SCU Selects Contact:

Jessica McDaniel

7443 Mason-Montgomery Road

Mason, Ohio 45040

(513) 753-2440 ext. 8511

Email

 

 

 

 


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Request Points Form

You’ve reached the stars, and now it’s time to receive the rewards you have earned through your hard work and dedication to the credit union.

Please check the boxes in which you have completed those tasks, and give details when necessary.

I ordered & displayed posters in company work site. Month:

I ordered & distributed payroll stuffers to all employees - Payroll Date:
I put an article about Sharefax Credit Union on the company internet/intranet site or newsletter (if in the newsletter, please send us a copy; if on the intranet/internet, send us a screenshot by fax or email)
I added a link to Sharefax Credit Union from my company’s website or intranet
I applied for and received an SCU VISA Credit Card
I opened an SCU Money Market, Share Certificate or IRA between $10,001 - $25,000**
I opened a SCU Money Market, Share Certificate or IRA above $25,001**
I opened a Money Market, Share Certificate or IRA under $10,000**
I made an appointment with Sharefax Financial Services
I opened a SCU Auto Loan***
I opened a SCU Checking Account with an ATM/ Debit Card
I opened a SCU Home Loan***
I supplied SCU with my email address
I signed up for eStatements

I sent a direct mail on behalf of the credit union to all of the employees of my company. Date:

I referred the following new members*:

I invited Sharefax Credit Union to a special event at my company:

Event Name: Event Date:

I scheduled/sponsored a CU Day membership drive at my company’s location

Date: Address:

I updated my SCU Selects Information profile Month:

I referred a family member or friend to the credit union* Name:

SCU Selects Contact Information
Company
SCU Select Name
Address
City, St Zip
email
Phone

*All new members must have an active SCU account for at least six (6) months.

**Money Markets and IRAs must be open and at least six (6) months.  Share Certificates must have terms of six (6) months or longer.

***Must maintain each loan balance for at least one (1) year.

****In order to earn points as a SCU Selects, you must be a member of the credit union.  If you terminate your membership, a replacement must be named. If you fail to update any personal information with the credit union such as address or phone number, 100 points will be deducted per occurrence.


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