*Benefits require registration/activation
1 The Business Relationship Plus Checking account must remain active and in good standing. Additional Business Dividend Checking Account(s) beyond the three (3) complimentary accounts would be charged the monthly maintenance fee of $50. To avoid the $50 fee, the account must be closed, or the account must meet monthly qualifications to waive the fee. See gtefinancial.org for requirements.
2 Business Relationship Plus Checking $11.99 monthly fee waived by meeting monthly qualifications. The monthly charge of $11.99 will occur the following month the monthly requirements are not met. Please refer to the Business Schedule of Current Charges for complete fee details.
3 GTE Investment Group is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. 711 E Henderson Ave. Tampa, FL 33602 888-972-5257.
4 Special Program Notes: The descriptions herein are summaries only and do not include all terms, conditions and exclusions of the Benefits described. Please refer to the actual Guide to Benefit and/or insurance documents for complete details of coverage and exclusions. Coverage is provided through the company named in the Guide to Benefit or on the certificate of insurance. Guide to Benefit and/or insurance documents can be found on BusinessChecking.GTEFinancial.org. Insurance Products are not insured by the NCUA or any Federal Government Agency; not a deposit of or guaranteed by the credit union or any credit union affiliate.
5 Attorneys can conduct a legal review of up to five (5) documents each quarter, make outbound calls (limited to two (2) per month) or draft letters on behalf of your business (up to three (3) per month). Service also includes up to 10 collection letters per quarter and one-on-one consultations for each new legal matter (limited to a 30-minute duration per matter).
6 Compatible with Apple™, Windows™, Android™. Laptops: Windows running Windows 10 and above and Macs running OS X 10.10 Yosemite and above. Tablets and Smartphones: Android Phone and tablet devices running Android 6 and above and Apple iPhone, iPod and iPad devices running iOS 12 and above.
7 Eligibility: Benefits are available to primary checking account owner and one (1) additional account owner (“Business Owner(s)”). Benefits are not available to a “signer” on the account who is not an account owner or Business Owner.
8 Credit Score is a VantageScore 3.0 based on single credit bureau data. Third parties may use a different type of credit score to assess your creditworthiness. Once you have activated credit file monitoring, you may request your credit score. Once you have done so, you will have access to your score on a monthly basis.
9 Available to Business Owner(s) and Employees and their spouse/domestic partner and up to six (6) dependent children aged 2 and older.
10 Perks and benefits are offered through Mastercard. You may need to register your card. Visit gtefinancial.org for Guide to Benefits terms and conditions.
11 Insurance Agency Products are offered through GTE Insurance, LLC and BlueStar Insurance, LLC; Credit Union Service Organizations owned by GTE Financial. GTEInsurance.com and MyBlueStarInsurance.com insurance products are not federally insured, are not obligations of the credit union, and are not guaranteed by the credit union. May involve investment risk.
