Refer-a-friend or family member to open a Financial Plus Checking account* or new loan**, and you both receive $50!^
3 easy steps:
1. Fill out this form: Refer-A-Friend Form
2. Give it to your friend or family member by printing it off or emailing it to them, and recommend a Financial Plus checking account or new loan.
3. When your friend or family opens a Checking account or loan and shows the form above, you both will receive $50!^
For questions regarding our Refer-a-Friend program, please call our
Contact Center at (800) 748-0451.
*Federally insured by NCUA.
**Equal opportunity lender. All loans subject to approval based on creditworthiness, qualifications, and collateral conditions.
^Incentive for referring member is subject to 1099-MISC. Incentive for new member is subject to 1099-INT. New member must enroll in eDocuments in order for referring member and new member to each receive $50. The incentive will be deposited into both the referring member and the new member's accounts within 5 business days after account opening and enrollment of direct deposit. Incentive is unlimited for both referring member and new member for checking accounts or new funded loans. Only new checking accounts or loans over $10,000 qualify for incentive. Referring member must be in good standing to receive incentive. Financial Plus reserves the right to reject any incentive redemptions. Cannot be combined with any offer on same product. Some restrictions and Financial Plus Credit Union standards apply. See Credit Union for full details.
Some restrictions and Financial Plus Credit Union standards apply. See Credit Union for complete details.