To become a Select Employer Group or Select Association Group and offer Advancial membership as a company benefit, simply submit a form letter on your company’s letterhead. A sample can be found in our recruitment booklet. If you do not have a recruitment booklet, please fill out the contact form above and we will reach out to provide a sample form letter. If your company has more than 3,000 employees, please contact our Business Relations department at 1.800.322.2709 for additional requirements and guidance.

There is not a contract to sign, simply a letter stating the company’s desire to offer access
to credit union membership through Advancial.

There is no minimum number of employees required. Our Select Employer Groups range in size from
very large to very small. The only requirement is that your company be located within close proximity
to an Advancial service center.

We ask that you assist us in communicating information about Advancial to your employees, members or residents. Advancial will provide customized marketing materials and host onsite benefit enrollment sessions. In addition, free financial-topic workshops can be scheduled at your company’s convenience. You may consider appointing a company representative to act as a liaison between Advancial and your employees, members or residents.

Simply defined, a Select Employer Group or Select Association Group is a group that has chosen to provide the benefit of access to Advancial membership to its employees or members.