Newly Single

Single Again – What to do next –After Separation

At this time, you have many responsibilities and decisions, which need to be made. The following are suggestions of items that might need attention. You may need to consult an attorney, financial or tax planner for some issues.  Click here for a checklist to assist you with this transition.

What to do next – After losing a loved one

We extend our sympathy with the loss of your loved one. At this time, you have many responsibilities and decisions, which need to be made, in addition to funeral arrangements. The following are suggestions of items that might need attention. You may need to consult an attorney, financial or tax planner for some issues.  Please Click Here for a checklist that may help you.

Starting New

Getting started is often the most difficult part of starting new. The first step is often opening a checking account and starting the services that you know you need. It is easy to add and change services as time moves along. We enjoy helping members work toward the mix of products and services that best meet their needs.  Please Click Here for a checklist that may help you.

Starting New on Existing Shared Accounts 

It can be challenging to figure out what to do on Existing Shared Accounts.  This checklist should be able to assist you in navigating through the changes you will need to make.  Please Click Here for a checklist that may help you.

FAQs

Frequently asked questions after losing a loved one - please click here

Frequently asked questions after separation or divorce - please click here

Every circumstance is personal and unique, Carolina Postal Credit Union Account Managers are available to assist you via email or phone.