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Financial Tools and information

Helena Community Credit Union has set up some Financial Tools and Information that will help our members make it easy to set up goals/plans and learn about finances and saving . Whether you’re trying to set up a monthly budget or layout a plan for the new baby, college tuition or save for a new house. These tools and information are here to help you.

Planning Worksheet

* Required Fields


    • * Date of Birth
      / /
    • Phone No.Email
    • Membership

    • * Branch

    • Date of Birth
      / /
    • Date of Birth
      / /
    • Date of Birth
      / /
    • Date of Birth
      / /
    • Date of Birth
      / /

    • Yearly Household Income

    • Rank the importance of the following items:

    • Do you currently

    • I/We currently have the following accounts:
    • Rate%$BalanceAt What Institution
      Home Equity
      Auto Loan
      401 K/B
      Life Insurance
      Money Market
    • By clicking submit, you authorize us to check financial information data, which may include the Credit Union obtaining a credit report or credit score from any consumer reporting agency to verify your eligibility for any accounts and services we offer or you may request.

      After submitting this form, you will be contacted within 24 hours by a Financial Services Representative.

      Questions? Please service@thecu4u.org

      * Required Fields

        • Member Type

        • * Phone Number
          ( ) - ext

        ">contact us today!

        Before clicking "Submit" you may want to print or save this form for your records.

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