Savings

Primary Share Savings

When you join Serve Credit Union, a Primary Share Savings will be opened with your opening $25 deposit. You can continue to use this savings account throughout the life of your membership. If you have a savings or investment goal, we encourage you to also explore some of our Higher Yield accounts! Click here if you’re ready to join!

Secondary Savings

Secondary Savings are a great way to customize, organize, and budget! Request a secondary savings to save for vacation, set aside for bills, escrow your mortgage, and more!

Requirements and More Information

No minimum balance required to open Secondary Savings.
No maximum amount of Secondary Savings accounts per membership.
Add a nickname to each Secondary Savings to help you stay organized.
Complete this form to request a Secondary Savings, call us at (515) 243-2677, or email us at info@servecu.org.

Secondary Savings Request

Name

First Name

Last Name

Email

Last 2 Digits of Member Number

I would like to add a Joint Owner

Yes

Not at this time

Joint Owner Name

First Name

Last Name

Joint Owner Email

I would like automatic transfers initiated to or from this sub savings

SCU team member will provide options

Yes, please provide options

Not at this time

I would like to add a Nickname for this sub savings, please add below

I understand that my request will be reviewed, and if approved, I may be required to provide funding, updated identification, and signatures of all owners.

Yes

Money Market

We offer a Money Market Savings Account for members who are looking for a higher return on their savings but still require the flexibility that comes with a liquid account.

Requirements and More Information

No time limit is required for funds to be on deposit to earn the higher dividend rates.
A minimum deposit of $2,500 is required to establish the account and earn dividends.
Members may make withdrawals of $500 or more by check or in cash, or within Your Online Membership.
Automated monthly distribution of dividends from Money Market Accounts are exempt from the minimum withdrawal requirement. Interest will be earned on those days during which a member’s balance exceeds the $2,500 minimum.
Complete this form to request a Money Market, call us at (515) 243-2677, or email us at info@servecu.org.

Money Market Form

Name

First Name

Last Name

Email

Last 2 Digits of Member Number

I would like to add a Joint Owner or Beneficiary

Yes, Joint Owner

Yes, Beneficiary

Not at this time

Joint Owner or Beneficiary Name

First Name

Last Name

Joint Owner or Beneficiary Email

I understand that my request will be reviewed, and if approved, I may be required to provide funding, updated identification, and signatures of all owners

Yes

Holiday Club Account

We offer a Secondary Savings specifically designed to help you save for the holidays!

Requirements and More Information

As you save throughout the year, the funds will remain locked safe and sound in your Holiday Club Account.
On approximately the 15th of October each year, the funds will be transferred into your designated account so you can begin holiday shopping.
Complete this form to request a Holiday Club Account or call us at (515) 243-2677 or email us at info@servecu.org.

Holiday Club Account Form

Name

First Name

Last Name

Last 2 digits of your member number

Email

I would like to set up an automatic transfer into my Holiday Club Account

Yes, please!

No, I will make deposits on my own

Account to transfer from

Do NOT type in full account number

Transfer Frequency

Weekly

Bi-Weekly

Monthly

Transfer amount $

Certificate of Deposit

We offer competitive rates and terms on investment Certificate of Deposit (CD) accounts.

Requirements and More Information

Our CDs are a great way to earn a higher dividend on your savings with no risk to your initial investment as long as you leave the funds untouched for the chosen term length.

Click here for term length, investment amount, and rate information
Click here for Certificate of Deposit disclosures

Complete this form to request a Certificate of Deposit or call us at (515) 243-2677 or email us at info@servecu.org.

Request a Certificate of Deposit

Name

First Name

Last Name

Email

Last 2 digits of Member Number

I would like to add a Joint Owner or Beneficiary

Yes, Joint Owner

Yes, Beneficiary

Not at this time

Joint Owner or Beneficiary Name

First Name

Last Name

Joint Owner or Beneficiary Email

Length of CD

$ Amount of CD

Where are the funds coming from?

Ex: Depositing w/ check, transfer from savings, etc. Please describe below

Upon CD Maturity

Auto Renew

Auto transfer to Primary Share Savings

Individual Retirement (IRA)

Serve Credit Union offers four types of Individual Retirement Accounts for you to choose from based on your needs, age, available funds, and end goals.

Requirements and More Information

The variety of IRA choices can be overwhelming. We recommend scheduling an appointment with one of our Financial Service Officers to discover the right options for you!

Traditional IRAs
Roth IRAs
Coverdell
Education Savings Accounts (ESAs)

Schedule an Appointment

Account Rates

view account rates