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Refer a Friend

When you help your credit union grow - everyone wins! Members can now earn $25 cash when they refer a new member that meets the requirements of this program.

Refer as many people as you wish and continue earning $25 for each new member referral. There is no limit to the number of referrals for which you may qualify.

So get rewarded for doing what you would anyway; referring your Friends and family to Upper Valley Credit Union as a local institution that is involved in the community and stays true to its values.

Simply pick up a Refer-a-Friend Brochure and Referral form at our office or print out this page, fill in your personal information and have the person you are referring bring it into our office when opening an account. It pays to bank with us!



Current Member Name:  _________________________
Mailing Address:  _________________________
    _________________________
    _________________________
Home Phone Number:  _________________________
Name of Person Referred:  _________________________

New Member: You are being referred to Upper Valley Credit Union by a trusted Friend, coworker or family member. To qualify for this program you are required to open either a new Personal Savings or Share Draft Checking Account with one of the following features:

______________   eStatements and direct deposit
______________   eStatements and ATM Card
______________   eStatements and Visa Debit Card
______________   eStatements and $500.00 Opening Deposit
Limited time offer and offer requires that brochure be presented at the time of account opening. To receive any of the rewards described, the person being referred must not be an existing member of Upper Valley Credit Union in any capacity and must not have been a member who closed their membership within the last 6 months. All new accounts are subject to our normal approval process. A referring member may receive multiple incentives for referring multiple new members who meet the criteria for membership and the offer. Once it is determined that the new member referred meets the criteria for this program, the referring member will receive a deposit to their account by Upper Valley Credit Union within 30 days. Early termination fee of $25 dollars will be applied to the new members account is closed within the first six months of membership. This fee is in addition to the early closing fee of ten dollars outlined in Upper Valley Credit Union's new account disclosures. The Upper Valley Credit Union reserves the right to qualify new members and to terminate this program at any time. By participating in the Upper Valley Credit Union Refer-A-Friend Program, you acknowledge that you have read, understood and agree to be bound by these terms and conditions. In addition, by participating, you are authorizing Upper Valley Credit Union to utilize your name, as the referrer, in any and all correspondence sent to the referred individual involving this program. Member receiving Refer-a-friend rewards is responsible for all taxes if applicable. These rewards will be included on your year end earnings.



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199 Heater Road, Lebanon, NH 03766
Toll Free (877) 803-9838 Phone (603) 448-4424 Fax (603) 448-6735
Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government.  National Credit Union Administration, a U.S. Government Agency.
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