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Be Prepared This Tax Season

It's hard to believe tax season will be upon us in a matter of a couple months. Calculations, locating tax documents and filing returns can be stressful, so hopefully any aggravation your members might feel will be abated by a healthy tax refund. 

While you may advise members to put some of that "extra" money away toward long-term financial goals, they should enjoy it as well. You can help them save or spend that tax refund responsibly while staying within a budget by loading all or a portion of the funds onto an LSC® CUMONEY® Everyday Spend card.

  • It's prefunded to help them manage their finances
  • An online management tool makes it easy to track spending
  • The card will never overdraw an account or generate an overdraft fee

Your members can also keep track of the balance and what they've spent with the free CUMONEY® mobile app. It's a simple, responsible way for members to enjoy that refund.

LSC also has free, ready-to-go, materials to help you promote your Everyday Spend card in their marketing tool box. There are even graphics for your website and emails!

To learn more, please contact your HCUA field representative.