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Retirement
Reaching Your Goals
Unison has several options to help make your money work for you. Whether you’re still contributing to an IRA, are receiving payments or want to invest in a certificate, Unison’s experienced Financial Services Representatives can help find the right options for you.

Learn more about certificates »

Learn more about money market accounts »

Learn more about IRAs »


Enjoying Your Family
If you have grandchildren in your life, consider opening a Moola Moola Kids’ Savings Club account for them to help teach them the value of saving. They’ll love to come to Unison with grandma or grandpa to make their deposits!

Learn more about Moola accounts »


Death
When you are grieving the loss of a loved one, it can be overwhelming to think about the changes you need to make with your finances. We can help. Follow this checklist to make sure your have all your finances in order:
  • Get your legal documents in order. These include:
  • Death certificate (10 copies)
  • The Social Security number of your spouse and of any dependent children
  • Birth certificate of your spouse and of any dependent children
  • Marriage certificate
  • Insurance documents
  • Military discharge papers (if a veteran)
  • Spouse’s most recent federal income tax return
  • The Will
  • Inform Unison of the death by bringing in a death certificate and meeting with a Financial Services Representative.
  • If you had a joint account with your spouse and you are the primary account holder, we will be able to remove your spouse from the account. If you are not the primary account holder, we can close the account and open a new account for you. If your spouse had a separate account, the assets in that account may have to go through probate, unless otherwise specified in the Will.
  • Opening a new account means that you will need to order new checks and a new ATM/debit card.
  • If your spouse had a safe deposit box held in his/her name only, you will need to obtain a court order to open the box. Only a Will or any other materials pertaining to the death can be removed from the box before the Will has been probated.
  • Continue making any loan payments to maintain your credit standing. Come in to speak with a Financial Services Representative if you’re concerned about maintaining your payments.
  • Review the beneficiary designations on any IRAs, retirement plans, life insurance policies and your Will. If you do not have a Will, now is a good time to get one.