- Applications and Forms
- ATM Locator
- Calendars
- Disclosures
- Financial Calculators
- Financial Wellness
- Home Ownership
- 7 Tips for Buying & Using Homeowner's Insurance
- The Two Sides of Co-Borrowing
- Understanding How the Equity in Your Home Can Work for You
- 5 Financial Goals You Can Achieve with a HELOC
- What is Your Home Really Worth?
- Is Downsizing Right for You?
- When It's Time to Tap Your Home Equity
- What is the Smartest Home Loan for You?
- Helpful Hints on Hiring a Contractor
- Money Management
- Smart Ways to Deposit Money
- Why You Should Or Shouldn't Buy Now, Pay Later
- Is Your Account at Risk? Simple Steps to Avoid Escheatment
- What to Do If Your Property Is Escheated
- Transferring Wealth
- 3 Keys to Start Car Shopping
- Why Credit Card APRs Matter
- Financial Preparedness in Emergencies
- The Time is Now to Introduce Your Beneficiaries to CEFCU
- Introduce Your Beneficiaries to CEFCU
- Talking Finances with Your Teens
- What's Involved When You're a Trustee or Executor to an Estate?
- How Your Accounts are Federally Insured
- How to Have A Meaningful Conversation about Joint Finances
- Prepare Your Financial Go-Bag
- Scam Awareness & Cyber Security
- Protect Yourself from Criminals Exploiting Artificial Intelligence to Deceive Victims
- Protect Yourself and Your Accounts from Credential Stuffing
- Multi-Factor Authentication & 5 Ways to Stay Cyber Safe
- Warning Signs of Scams & Identity Theft Schemes
- Tips on Avoiding Physical & Digital Theft
- Prevention is Key to Cybersecurity
- Trending Scams: Stay Alert and Aware
- Beware of COVID-19 Vaccine Scams
- Beware of Gift Card Payments, Pop-Ups and Links
- Protect Yourself and Your Finances
- IRS Warns on Coronavirus-Related Scams
- Phone Scams
- 10 Things You Can Do to Avoid Fraud
- Alarming Increase of Scam Calls
- IRS Tax Scams Continue Year-Round
- Safeguard Your Identity
- Home Ownership
- Focus Newsletter
- Holidays
- Privacy Notice
- Schedule of Fees
- Security Information
- Tax Statements
- Update Your Contact Information
- Wiring Instructions
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, federally-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.
