Financial Health Check Appointment Sign-up Form

Please select your scheduling preferences below. Keep in mind:

Your appointment will be conducted over the phone.It will take between 45-55 minutes.You'll need a computer or tablet to log in to your BECU account.Your partner is welcome to join.Evening or Saturday appointments may take longer to schedule as these are popular times.Please select your preferred days and times for the next two weeks. We'll be in touch to find a time that works for your schedule. (All times listed in Pacific Standard Time).

My Preferred Days Monday Tuesday Wednesday Thursday Friday

My Preferred Times Morning (7-11 a.m.) Afternoon (12-4 p.m.) Evening (5-6 p.m.)

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)

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.

Schedule Your Free Financial Health Check

Please select your scheduling preferences below. Keep in mind: