Financial Wellness

Introduce Your Beneficiaries to CEFCU

With advanced planning and communication, you can prepare your beneficiaries to inherit your wealth as well as your trusted and valued relationships. Children of all ages acquire financial attitudes, skills and knowledge implicitly through family interactions and observing parental behavior. This is also true in their choice of financial institutions.

The First Introduction Begins with You

As your trusted financial institution, it is important for your beneficiaries to understand why you’ve chosen Caltech Employees Federal Credit Union.

Security and Stability

When it comes to a higher return on fully-liquid, fully-insured savings, you can depend on CEFCU.

Low Loan Rates

CEFCU doesn’t try to profit when rates go down. We pass these savings on to you in the form of lower rates on all our loans. And, every qualified borrower gets the same competitive rate.

Exclusive Membership

Our focus remains on serving the extended Caltech community. Talk to your beneficiaries about your Credit Union experience, why you chose to join, and why you want your family to continue to build on your established relationship with CEFCU.

The Personal Touch

We’re to help our members and are committed to unsurpassed member service. Share your testimonials of our services and how CEFCU has played a key role in serving your financial needs.

Remember, the first introduction begins with you. We encourage you to share the financial value of your membership with family and beneficiaries alike. Remember, at CEFCU, you’re a member/owner with lifetime membership!

Your family can join!
Open a new account online today.

Must be eligible for CEFCU membership to join. Minimum opening deposit of $5 and one-time $5 membership fee due upon opening any CEFCU Share Account. All loans subject to credit approval. Rates and terms are subject to change without notice. CEFCU is an Equal Housing Lender. Federally insured by NCUA.