We get it. You probably don’t love tax time. But you know what you do love? Getting your hands on that sweet, sweet tax refund ASAP!
If you’re already dreaming about how you’ll use that extra cash this is the perfect time to make sure your account info is up to date, we can help you help us help you get the info and eventually the money you need. Trust us—it’s worth it!
Why Now?
Filing your taxes is the perfect time to double-check your personal details with Simplicity CU.
A little effort now means:
No refund delays – If your direct deposit details are out of date, that money could end up in financial limbo.
No missed updates – We send important account alerts, fraud warnings, and special offers by email and app notifications. You want to be in the loop!
No surprises – If you move, switch jobs, or change your number, keeping us in the loop makes everything smoother.
What to Check
Here’s your quick, tax-time checklist:
Address – Did you move last year? Maybe even more than once? Update your home address every time so important info can always find its way to you.
Phone Number & Email – Those are the BEST WAYS to stay in the know with account alerts, fraud warnings, and updates.
App Notifications – Login to Simplicity’s mobile app now to make sure you’ve opted in for real-time alerts and updates straight to your phone.
Beneficiaries – Anytime you’re expecting a big deposit you want to make sure the people you care about have as little hassle as possible if something happens to you.
Account & Routing Numbers – Get a single number wrong and you’ll delay that tax refund. Double-check your direct deposit info!
Employer/Occupation – Knowing where you’re working and what you do can help us keep your account secure if we see a transaction that seems a little wonky.
How to Update Your Info
Updating your info is simple! Here’s how:
1️. To update your address, email, or phone number: Log in to online banking and check your details (just go to Settings and choose Manage Contact Info.) or make those updates in our mobile app (because we know you do everything from your phone).
2. To find your account number and our routing number: Log in to online or mobile banking, choose the account you want to deposit into, and click on Details & Settings. Look for the Electronic Account Number. That’s the one to use for setting up deposits or withdrawals.
You’ll also see our ABA Routing Number in that info (or at the bottom of our website, anytime.)
3. To update your beneficiaries, employer and occupation, or for more help: Give us a call or stop by a branch—we love to see you! 
Do Future You a Favor
Tax time is all about getting your financial house in order, so why not check this off your list today? Keeping your info current means fewer headaches and faster access to your money.
And hey—if you have any questions, we’re always here to help. Stop by, call, or message us anytime.
Now go get that refund!
