Financial Health Check Appointment

You're on your way to improving your financial health. This is a free service provided to you as a valued BECU member. Please enter your contact information and scheduling preferences below. We will be in touch within 2 business days to finalize your appointment date and time.

First Name Last Name Phone Number (No dashes, numbers only e.g. 1234567890) Email Address

Please indicate your scheduling preferences below. Keep in mind:

Your appointment will be conducted over the phoneIt will take between 45-55 minutesYou'll need a computer or tablet to log into your BECU accountYour partner is welcome to joinEvening or Saturday appointments may take longer to schedule as these are popular times

Select all that apply for the next two weeks. We'll be in touch to find a time that works for you. (All times listed in Pacific Time Zone)

Day of the Week Monday Tuesday Wednesday Thursday Friday Time of Day 7 AM 8 AM 9 AM 10 AM 11 AM 12 PM 1 PM 2 PM 3 PM 4 PM My availability is limited to (i.e. Saturday mornings, weekday evenings, etc.) What are your financial goals? Select all that apply. Save more Pay down debt Avoid fees and charges (e.g. late fees, overdraft charges, etc.) Stick to budget Other (please specify) Please specify if you selected Other above.

Is BECU your primary financial institution? Yes No How did you hear about the Financial Health Check? Select all that apply Email Social Media Website Other (please specify) Please specify if you selected Other above.

BECU may contact you by phone to remind you of your Financial Health Check appointment.

Yes, I agree to receive reminder communications regarding my Financial Health Check appointment.

Questions? Email us at FinancialHealthCheck@becu.org.

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Schedule an Appointment

Please indicate your scheduling preferences below. Keep in mind: