Payroll allocations allow you to automatically allocate a fixed dollar amount to one or more eligible Credit Union accounts. Allocations are the ideal way to save for special purposes, build family savings, and/or provide for retirement years.

How to set up allocations:

Complete the Payroll Allocation Authorization form (pdf). List all of your allocations in the order desired. Use additional forms if necessary. Then mail or deliver the completed form to the Credit Union.

Authorizations are processed when received by the Credit Union, so "effective or future dating" is not possible. This authorization will supersede any previous instructions and must show your full allocation schedule.

If your allocation(s) depend on a payroll deposit, it is very important that you carefully coordinate any necessary changes in your payroll with Allocation updates.