OTHER FINANCIAL SERVICES
American Express Gift & Travelers Cheques
- Available at both AFFCU branch locations.
- Single Cheques and Cheques for Two available
- 24/7 Customer Service Support.
- Refundable, if lost or stolen.
- Accepted worldwide.
Financial Planning
- William A. Morgan III
Private Wealth Advisor
Morgan & Associates
Tel: 410.418.9800
Toll Free: 866.418.9800
williamamorgan.com
3300 North Ridge Road, Suite 340
Ellicott City, MD 21043
- Not a credit counseling service
Money Orders
- An affordable and secure way to send money through the mail
- May be purchased up to $1000 per money order
Notary Public
- Available at both AFFCU branches - appointment recommended
- No fee charged for members
Signature Guarantee (Medallion Stamp)
- A service beyond a Notary required to protect against fraudulent securities transactions e.g. transfers of stock certificates
- Available at the Hunt Valley Branch - appointment recommended
- Minimal fee of $5.00 per Signature Guarantee
Pre-Paid Legal
- Available through the law firm, Chase & Chase
- Pay just $120 per year (can be paid monthly or annually) to get two hours of any type of civil legal services and have your will reviewed or drawn up
- After the first two hours each year hourly rates are discounted to $60.00 per hour
- Call (410) 433-4100.
Safe Deposit Boxes - Special!
- Provides security for your valuable items and documents
- Located at our Hunt Valley branch
- Sizes range from 3X5 to 10X10
- Annual fee is usually tax deductible*
Rent a safe deposit box at our Hunt Valley Branch before June 1st and get the first 4 months FREE. The sooner you rent one the more you will save on the annual fee. Plus the cost of a safe deposit box is tax deductible so that creates an additional savings for you. Safe deposit boxes are the ideal way to store your most important papers, contracts, legal records and valuables such as coin collections, family heirlooms, and jewelry.
SAFE DEPOSIT BOXES (all boxes are 26" long)
Dimensions Regular Cost Discount Cost
3" X 5" (15" sq.) $ 24.00/yr. $16.00/yr.
3" X 10" (30" sq.) $ 54.00/yr. $36.00/yr.
5" X 5" (25" sq.) $ 54.00/yr. $36.00/yr.
5" X 10" (50" sq.) $ 75.00/yr. $50.00/yr.
10" X 10" (100" sq.) $144.00/yr. $96.00/yr.
Hurry in, this discounted offer is only good until June 1, 2007!
*Consult your tax advisor
U.S. Savings Bonds
- Backed by the full faith and credit of the U.S. Government.
- Can be purchased in denominations as small as $50
- Government allows each individual to purchase up to $15,000 in Savings Bonds each year
- Savings Bonds are a market-based investment, and interest earned on U.S. Savings Bonds is exempt from State and local income tax
- To purchase a Savings Bond or redeem a Savings Bond, please visit either of AFFCU's branch locations - it is best to call ahead for an appointment
- Savings Bond Calculator
SmartMove Cash Rebates
- Get a cash rebate when using SmartMove to sell existing home and/or purchase a new home
- SmartMove agents available nationwide
- Rebate based on the amount of the transaction (s) ranging from $100 to $2,500
- Rebate issued within a few weeks after settlement. More information at http://www.smartmove.com/affcu
Turbo Tax Online
- Available January through April each year with all of the newest tax law updates
- Guides you through tax forms step by step with easy to understand questions
- Your answers are placed on the right forms
- All math done for you
- Calculates all the tax savings you deserve whether your return is simple or complex with extra forms and deductions
- Taxes done right with fastest refund possible when you e-file and request direct deposit to your AFFCU account.
Wire Transfers
- Move money between AFFCU and other financial institutions within hours (on normal business days, usually the same day, if received before noon).
- Low Service Fee (to wire funds out).
- No Service Fee to receive wires into your account
- Call AFFCU, (410)584-7474 or 1-800-505-7476 for complete instructions
- Wire transfers through Western Union are not possible.
