Product Brochure - Blue Federal Credit Union

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MEMBER BENEFITS

PRODUCT OVERVIEW

For You. For Life.

Discover the credit union difference

As a member-owned financial cooperative, we return profits to you (rather than to outside investors) in the form of great rates and products, one-on-one financial support, and dividends.

This credit union model means that we will always put you first. We’re accountable to you, return profits to you, and invest in things that mean growth for you and your community.

BLUE IS HERE TO HELP YOUR FINANCIAL WORLD MAKE SENSE

Navigating the complex world of personal finance is a lifelong challenge, but having a partner to guide you makes all the difference.

Whether you’re just starting out or eagerly planning for retirement, Blue is invested in you—your goals, your dreams, and your bigpicture financial future.

Blue is your lifelong champion.

Bank anywhere benefits:

5,000+ BRANCHES SHARED NETWORK ACCESS ONLINE BANKING WITH FREE BILL PAY MOBILE APP FOR APPLE AND ANDROID

30,000+ ATMs SURCHARGE-FREE

CHECKING

A checking account with Blue gives you convenient 24/7 access to your money. You can use your debit card for daily spending and access online banking to pay bills automatically or transfer money.

Every personal checking account at Blue has these great features:

• No required opening balance

• Free debit Mastercard ® , instantly when you open your account in branches

• Cleared checks archived online

• Overdraft protection options (not available on uAccounts Youth Checking)

• Get spending and security alerts on your debit card activities through the CardNav mobile app

• Electronic statements

Round up savings with Smart Cents

If you have a Blue debit card, you can enroll in Smart Cents which “rounds up” your purchase to the nearest dollar and transfers the difference from your checking to your savings. Sign up takes seconds—just ask us how.

BASIC CHECKING

Keep things simple

This is a great option for those who keep a minimum account balance or make at least one transaction each month.

u ACCOUNT YOUTH CHECKING

Enjoy the perfect youth checking account

This is the perfect option for members up to 23 years of age, as it has no overdraft protection fees and no minimum balances.

Discover money-saving benefits

Receive great perks and earn great dividends on balances up to $15,000 with this account. See more details on the following pages.

LET US HELP YOU SWITCH

Our staff is ready to help you transition to your new checking account with Blue. Schedule an appointment and we will walk you through everything you will need to know and how to get your account set up just the way you want it.

With a NOVA Perks™ by Blue checking account, you get more than just banking. Alongside all the advantages of a traditional Blue membership, NOVA Perks™ by Blue offers exclusive benefits, nationwide discounts, and much more—all in one convenient package.

Features exclusive to NOVA Perks™ by Blue:

Interest Benefits

5.00% interest rebate on loans; 0.50% increase on term share.

Billshark

Let our team of experts negotiate your internet, TV, cell phone, and home security services on your behalf, or cancel subscriptions you no longer want or need.

Great Dividends on Checking Balance

On balances up to $15,000.

Roadside Assistance

Available 24/7 and free to use. Up to $80 in covered service charges.

Health Savings Card

Save money on prescriptions, eye exams, frames, lenses, and hearing services.

Cell Phone Protection

Pay your cell phone bill with your NOVA Perks™ checking account, and you’re covered.

Shop Local, Save Local with BaZing Savings

Local discounts and national retailer deals to save you money on shopping, dining, travel, and more.

Accidental Death Coverage

Peace of mind for the unexpected.

ID Theft Aid

Includes identity restoration & payment card resolution, personal identity theft benefit, credit monitoring & credit report, credit score & scoretracker, score simulator, and identity monitoring.

Buyer’s Protection and Extended Warranty

Items are protected for up to $2,500 per item if theft or accidental breakage occurs.

Anywhere Banking Tools

Online banking, mobile banking, bill pay, debit card, eStatement, and more.

Maximum dividend obtained through Elite checking account up to $15,000 balance. Monthly fees apply to Elite and Premium checking. Certain criteria must be met to avoid monthly fee on Basic checking. See website for full product benefits and requirements disclosure. Fees subject to change without notice. Insured by NCUA.

$2,500

SAVINGS

When you open a Share Savings at Blue, you become a member and an owner. Ownership is one of our greatest assets and the reason why we return profits through great rates and dividends. Each one of our savings accounts is designed with flexibility in mind, so you can easily withdraw whenever a new opportunity arises.

A

savings account with Blue can empower you to meet your financial goals both now and in the future.

• Do your banking from anywhere

• No monthly maintenance fees

MEMBERSHIP SHARE

• Save for a rainy day

• Earn the best rates around

Become an owner of Blue

Establishes and maintains membership at Blue, which provides eligibility to use all our products and services. Simply maintain a $5 minimum balance.

*Annual Percentage Yield. Rates subject to change without notice. Request current rate disclosure or see website for rate, dividend compounding, and balance requirements. Limitations may apply. Insured by NCUA.

SKY HIGH SAVINGS

ACCELERATED SAVINGS

The sky’s the limit on what you can earn

This savings account allows you to save and earn higher yield dividends with no balance minimums or maximums.

Accelerate your path to financial freedom

Earn 5.00% APY* on balances up to $1,000. Continue to accelerate your savings beyond $1,000 with this tiered account.

CHRISTMAS CLUB

Save now and enjoy when it matters most

Start saving throughout the year for one lumpsum withdrawal right before the holidays. You can earn 1.25% APY * on balances up to $5,000!

HEALTH

SAVINGS ACCOUNT (HSA s )

TERM SHARES & INDIVIDUAL RETIREMENT ACCOUNTS (IRA s )

When medical expenses add up, we’re here to help

A Health Savings Account (HSA) allows you to deposit pre-tax dollars to help pay for eligible healthcare expenses alongside their HDHP healthcare plan – and it comes with a free Mastercard® debit card.

Grow your savings faster

Term share certificates are an excellent and low-risk way to invest your money. Ask a Blue Representative about our market-leading rates.

Expand your membership to new vistas

The all-new Vista Savings pays our best rate (Prime + 1.00%) on your Blue dividends, maximizing your earnings. Enjoy the full benefit of membership by opening yours today! VISTA SAVINGS

CREDIT CARDS

All of our credit cards give you convenience and security for day-to-day expenses, large purchases, travel, and even the unexpected. You can select a card with rate and cashback options that fit how you typically use your credit card.

• No annual fee

• No over-the-limit fee

• Zero Liability † to protect you from unauthorized purchases

• Cashback rewards available on Mastercard® Personal Rewards credit card

• Backed by the security and network of Mastercard®

Mastercard’s +Zero Liability conditions state that the cardholder’s account must be in good standing. Cardholder must have exercised reasonable care in safeguarding card from unauthorized use and have not reported two or more unauthorized events in the past 12 months. Coverage may vary for business accounts. Price Protection benefits are for qualifying purchases only. All Mastercard® benefits are subject to change. See website for full details. Underwriting qualifications apply. Insured by NCUA.

REWARDS

Earn cashback with a rate you can get behind This credit card offers 1 point for every $1 spent on all purchases, plus special bonus earnings throughout the year. Redeem your points for cash, travel, and more.

VARIABLE RATE

Our lowest rate with added benefits Take the worry out of major purchases with an ultra-low rate. With benefits like Price Protection from Mastercard®, you’ll never have to worry if your item goes on sale after you buy it.

BUSINESS REWARDS

Boost your business with rewards and low rates

Your Mastercard® Business Rewards credit card protects you wherever your business takes you with benefits like MasterAssist and Mastercard® Global Service.

LOANS

Ready for your next big adventure? Whatever comes your way, Blue can help you find a loan that suits your needs – from a small personal loan to a mortgage for your dream home. Plus, you can take advantage of the best rates around with flexible repayment options.

Mortgages for every season in life

REAL ESTATE LOANS

STUDENT LOANS

Buying a home is one of the most important investments you can make. Blue’s 1 st Mortgage Officers will be with you every step of the way, guiding you through the process and helping you get the best rate possible.

FIRST MORTGAGE | FIXED-RATE SECOND MORTGAGE | FIRST-TIME HOME BUYERS FINISH LINE (SHORT-TERM) MORTGAGE | HOME EQUITY LINE OF CREDIT (HELOC) MULTIPLE REPAYMENT OPTIONS | 100% US-BASED STUDENT LOAN SPECIALISTS A CHOICE OF COMPETITIVE FIXED & VARIABLE INTEREST RATES NO ORIGINATION FEE | NO PREPAYMENT PENALTY INTEREST RATE REDUCTION AVAILABLE

Student loans through Sallie Mae ®

Whether you’re headed to college for the first time or returning to pursue a new career, we can help you set up a student loan with the money you need to reach your goals.

VEHICLE LOANS

Financing for two wheels or more

Get the most out of your ride with an auto loan that prioritizes your financial needs. We’ll help you purchase whatever vehicle is at the top of your wish list.

CARS, TRUCKS, & SUV S | MOTORCYCLES | ATVS | RV s & CAMPERS

UTILITY TRAILERS | SNOWMOBILES | BOATS & JET SKIS

TRACTORS & OTHER MOBILE FARM EQUIPMENT

PERSONAL LOANS

Extra cash to keep you on track

With a personal loan, Blue can help you cover unexpected expenses, take advantage of a new opportunity, or consolidate debt at a fixed interest rate.

UNSECURED | TERM SHARE CERTIFICATE SECURED | SHARE SECURED | SMART LOAN

SEASONAL LOANS

Financial flexibility for the holidays

Need a little boost to get you through the winter? At the beginning of each holiday season, you can apply for a Blue Holiday Loan with a 12-month repayment period to help spread out the cost. This is an exclusive benefit if you have been a Blue member 90 days or more!

SKIP-A-PAYMENT PROGRAM

Many Blue loans are eligible for our Skip-a-Payment program, where you can sign up to take a month off from your loan payment.* Enroll through online banking today!

* Qualifications must be met; exclusions apply on certain loan products.

Our charitable arm, the Blue Foundation, is an independent 501(c)(3) non-profit organization that was founded to help champion, fund, and celebrate the local organizations that keep our community strong.

Learn more at bluefcu.com/foundation

Blue It Forward by Doing Good

Blue is an agent of positive change in the world. That’s why we prioritize doing good every single day—with our co-workers, members, and out in the community. We live here too.

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