Resources



ACCEL


ACCEL - a program of GreenPath Financial Wellness, to provide you with access to one-on-one financial counseling, debt management services and financial education tools.

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BudgetSmart


BudgetSmart - an easy-to-use software tool designed to help you manage money more effectively.

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Capital Mortgage Funding


Capital Mortgage Funding - JM Associates Federal Credit Union has partnered with Capital Mortgage Funding, the best mortgage banker. We offer our members great service, and access to many mortgage products to meet our member's specific borrowing needs.

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NCUA


NCUA - The mission of the NCUA is to provide, through regulation and supervision, a safe and sound credit union system, which promotes confidence in the national system of cooperative credit. Learn more about NCUA’s mission, culture, values and how we ensure millions of Americans can safely and confidently use credit unions for their financial needs.

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SavingBond.Gov


SavingBond.Gov - TreasuryDirect is the first and only financial services website that lets you buy and redeem securities directly from the U.S. Department of the Treasury in paperless electronic form.

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Member Security Center


Members Security Center - Using an identity theft protection service is the best way to minimize risk and protect your personal information from being misused. Doing this not only gives you added convenience and peace of mind, but also provides more advanced identity protection and management than you can achieve on your own.

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TruStage Insurance Program


The TruStage Insurance Program offers proven, discounted insurance protection designed especially for credit union families.

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Members Trust Services

Members Trust Services - Trust Services, offered through MEMBERS Trust Company, can help you protect your assets and your family.

People often associate trust funds only with the wealthy. But a trust fund can actually be an effective financial tool for many people in many circumstances.

JM Associates Federal Credit Union’s Trust Services, offered through MEMBERS Trust Company, can help you protect your assets and your family.

A trust is a separate legal entity that holds property or assets of some kind, such as cash, investments, real estate or a business for the benefit of a specific person, group of people or organization known as the beneficiary or beneficiaries. The person creating a trust appoints a trustee, who holds the account and manages the property according to the written wishes of the person who sets up the trust.

We can assist you with several different trust options, living, testamentary, revocable and non-revocable, charitable remainder, bypass and credit shelter as well as escrow accounts and investment management agency accounts.

We can also act as a corporate fiduciary or make decisions on your behalf, execute the terms of your trust agreement and provide professional investment management.

You may want to appoint a corporate fiduciary if you need help with money management, you want to simplify your life and have someone else take care of the details, you become incapacitated, you want someone to control your money after your death or you want to avoid excessive estate taxes or probate.

Whether it makes sense to use trust services depends on your individual circumstances. Some common reasons for seeking trust services are:

  • To provide for minor children or family members who lack financial experience or who are unable to manage their assets.
  • To provide for management of your assets should you become unable to oversee them yourself.
  • To avoid probate and transfer your assets immediately to your beneficiaries upon death.
  • To reduce estate taxes or provide liquid assets to help pay for them.

For more details, contact: JMAFCU Trust Officer Tamara Kidd - (813) 631-9191 ext. 717 

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