INSIDE
Winter 2008

Know Your IRA

New IRA Limits for 2008

Let Uncle Sam Help You
Save for Retirement

The Taxman Cometh –
Be Prepared

Board of Directors Candidates

Cast Your Ballot Online

Annual Meeting Announced

Watch Your Mailbox

Children:
The New Target for ID Theft

In Brief

We've broken ground
in Atascadero

Contact SESLOC FCU
SESLOC Home Page
Special Offers
Current Rates
Employment Opportunities
Locations/Hours
Lost/Stolen Cards
In Brief:

Tax Refund Checks: Remember, both payees must endorse the check, and both names must be on the account to which the refund is deposited.

Direct deposit your checks: Use SESLOCs routing # 3 2 2 2 8 2 7 1 3

A new year is a good time to review your accounts for:
  • Current address – so tax documents reach you.
  • Correct phone numbers – this is the fastest way to reach you if we suspect fraud.
  • Account ownership – do you have a joint owner who could help manage accounts in a time of need?
  • Beneficiaries – someone to receive funds after death.

Board of Directors
Alden Shiers, Chair
Pauline Shaffer, Jacquie Paulsen,
Barbara Melvin, James Park,
Anthony Cangelosi, Victor Buccola

Supervisory Committee
Charlotte Alexander, Chair
Mark Bloodgood, Terri Hansen, Willard Loper

Senior Management
Bertha Foxford, President/CEO
Senior Vice Presidents
Andy Bechinsky, CFO;
Beverly Henderson, COO;
John Baas, IT
Holidays
Martin Luther King Jr. Day – Monday, Jan. 21
Presidents Day – Monday, Feb. 18

Mailing Address:
P.O. Box 5360
San Luis Obispo, CA 93403
This publication does not constitute legal, accounting or other professional advice. Although it is intended to be accurate, neither the publisher nor any other party assumes liability for loss or damage due to reliance on this material.
© 2008 Priority Publications Inc.
Powered by Priority Publications