Brochures & Fact Sheets

Personal Banking and Deposit Accounts

Online and Mobile Banking User Guide and FAQs (PDF)

Checking and Deposit Accounts Brochure (PDF)
This brochure has information about Elevations' checking account options, overdraft protection, online bill pay, savings accounts, ATMs and more!


Buff One Student Banking Brochure
(PDF)
Learn why Elevations is the best choice for CU Boulder students: Buff One Checking, Student Loans, and nationwide / mobile access to accounts.


Loans, Credit Cards, and Mortgage Loans


Home Loans / Mortgage Loans Brochure (PDF)
This brochure has information about the benefits of mortgages with Elevations

FlexLine Plus Home Equity Loans Brochure (PDF)
Want to remodel, finance an education, or consolidate your debt? This brochure discusses the benefits of opening a home equity line of credit at Elevations.

Visa Credit Card Application (PDF)
This informational brochure includes details about our Peak Platinum Visa Credit Card as well as a printable application. 

Home Energy Loans (PDF)
Want to create a more energy efficient home for your family but not sure how to pay for it? This brochure can help you get started with information about Elevations Home Energy Loans.

Business Energy Loans (PDF)
Save money and improve your working environment with an energy efficient business. Not sure how you're going to fund your project? Elevations Credit Union offers Business Energy Loans to suit your needs.


Traditional and Roth IRAs


Traditional IRAs - Answers to Your Questions (PDF)
What is a traditional IRA? How much to contribute? Deadlines, eligibility, and more!

Roth IRAs - Answers to Your Questions (PDF)
What is a Roth IRA? How much can you contribute? What are the deadlines, eligibility, and more!

Roth IRA vs Traditional IRA - Exploring Your IRA Options (PDF)
Can you contribute? Tax deductions, limits, benefits, withdrawal limitations, and more!

Roth IRA vs Traditional IRA - Taking a Closer Look at Eligibility (PDF)
Wondering what the differences between traditional and a Roth IRA are? This brochure will guide you through your potions so you can make the right choice for you unique life circumstances.

Conversions - Moving Into a Roth IRA (PDF)
Find out how conversions work to maximize your retirement savings with a Roth IRA


Wealth Management Services


Weath Management Services Brochure (PDF)
Elevations Wealth Management Services (offered through CUSO Financial Services, L.P.) provide customized solutions for all stages of life. This brochure explains the variety of investment service options that are available to you.


Educational Savings Plans (ESPs), Simplified Employee Pensions (SEPs), and Health Savings Accounts (HSAs)


Coverdell Education Savings Accounts - Answers to Your Questions
 
(PDF)
What is a Coverdell education savings account? How does it work? How to contribute and more!

Simplified Employee Pension Plans (SEPs) - Securing Your Retirement One SEP at a Time (PDF)
Thinking of establishing a retirement plant for your business but overwhelmed by the complexity of qualified retirement plans? SEP plans generally are less expensive and easier to maintain than other retirement plans which makes them an excellent choice for small businesses.

Health Savings Accounts (HSAs) - Balancing Rising Health Care Costs 
(PDF)
Is a Health Savings Account best for you? Look at features, benefits, tax deferred savings, eligibility, and more!


Business Banking


Business Checking (PDF)
From basic business checking to business dividend checking and business debit cards, find the checking option that best fits your business needs.

Business Savings (PDF)
We offer business savings accounts, certificates, and money market accounts. Learn more about each one.

Business Loans (PDF)
Find information here on Elevations loans for your business: credit cards, owner-occupied mortgage, secured lines of credit, equipment loans, and more.

Business Account Tools (PDF)
We offer business account tools to make your banking simpler –online banking, eDocuments, eAlerts, Merchant and Payroll Services, and Employee Benefits.

Business Services (PDF)
What makes Elevations the perfect partner to do your business banking with? Let us show you who we are and what we can offer!