Plan & Protect

Q: What should I do if my identity is stolen?

If your identity is stolen, call the fraud department at each company where it happened, including CCCU if your accounts here were affected, and change your passwords and PINs. Then place a free 90-day fraud alert with Experian and report the theft at IdentityTheft.gov.

Q: Is my money at CCCU insured?

Your money at CCCU is insured up to $500,000: $250,000 from the National Credit Union Administration (NCUA), plus another $250,000 on qualifying accounts from Excess Share Insurance (ESI). Investments with Servion Financial Advisors aren't deposits and aren't federally insured.

Q: How do I start investing?

You can start investing by reaching out to a Servion Financial Advisor on our Investing page, who can go over your goals and build a personalized plan with you.

Q: When should I start estate planning?

The right time to start estate planning is before you need it, no matter how much you own. Without a plan, state law decides how your assets are handled if you pass away or can't manage them yourself.

Looking Out for What's
Yours

Report fraud, insure your car or home, or meet with a financial advisor through CCCU.

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Protect Your Identity, Family, and Savings

Fraud & ID Theft

Spot scams early and know what to do after a strange charge.

TruStage Insurance

Claim $2,000 in no-cost AD&D coverage and see an instant life quote.

Deposit Insurance

Rest easy with eligible deposits backed up to $500,000 by NCUA and ESI.

Plan for the Years Ahead

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Investing

Work with Servion Financial Advisors on IRAs, 529 plans, and mutual funds.

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Estate Planning

Draft a power of attorney, pet trust, and guardianship online with a tool from TruStage.

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Calculators

Check what your 401(k) could be worth and how long your nest egg might last.

Bring Your Questions to CCCU

Talk through your next steps with a local team member, whether you’re mapping out investments with Servion or drafting estate plans through TruStage.

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Plan and Protect FAQs

What should I do if my identity is stolen?

Is my money at CCCU insured?

How do I start investing?

When should I start estate planning?

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Let’s Talk About What’s Next

Book an appointment, visit a branch, or call a CCCU team member to talk through what you want to plan for or protect.

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Looking Out for What's
Yours