Company name:

Company mailing address:

Company City: Company ST:  

Company Zip:

Telephone number: Fax number:

Website address:

# of employees:

Human Resource contact:

e-mail:

Telephone number: ext:

Yes No Sharefax Member?

Payroll contact:  

e-mail:

Telephone number: ext:

Sharefax Member? Yes No

CEO/President:

Would you and your employees participate in brief financial education seminars during work and/or lunch hours? Yes  No

Would you like to participate in a program that allows you to earn REWARDS for promoting Sharefax within your company and community? Yes  No

Payroll Frequency: Weekly Chose One Bi-Weekly Semi-Monthly Monthly Other
We offer our employees Direct Deposit at: One Institution Chose One Two Institutions Three Institutions Other

Check all that apply:
We offer our employees Health Savings Account (HSA) benefits
We offer a retirement plan/SEP/401K
Please have your Financial Planner call me to discuss 401K retirement plans and investment options. 

Please contact to discuss my company’s Business Financing needs.

Would you like any of the following?:
Employee Newsletter Article
Employee Newsletter Advertisement
Membership enrollment packets and payroll deduction forms for employee orientation packets #
Posters for employee bulletin board(s) #
Payroll stuffers advertising benefit services #
I would like to schedule an on-site enrollment for my employees on

We appreciate your commitment to providing Sharefax Credit Union benefits to your employees/associates. 

Please feel free to let me know if you have any requests or questions that you would like to address. 

Thank you.

Jessica McDaniel (513) 943-8511 or jmcdaniel@sharefax.org