April 2014 - Amplify Credit Union

Now available online: goamplify.com/plugin
April 2014
New Amplify Branch Opening This Summer
A
s your President and CEO, it is my
pleasure to announce the opening of
Amplify’s newest branch. The University
Commons branch will open its doors this summer
in the HEB shopping center on FM 1431, just east
of IH-35. We couldn’t be more excited.
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I want to thank you for being a part of the credit union movement and
for choosing Amplify as your credit union. Our sole purpose of existence is to help you, our members, and the community achieve financial success. This new branch location is one of the ways Amplify
is striving to better serve you and your family in the years to come.
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Right now, the new branch is under construction. Throughout the
coming weeks, we’ll keep you in the loop with pictures of our progress on our website, Palm Valley branch closing date, and news about
the University Commons grand opening celebration. Stay tuned for
fun contests and promotions surrounding this exciting event.
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This new location will replace our Palm Valley branch in Round
Rock and was chosen after much research and strategic planning. We
knew it was important to choose a site which was both convenient
for our existing members, and with high visibility and foot traffic to
maximize our growth potential. The University Commons location
does that and more. By sharing a shopping center with HEB, and
having close proximity to retailers like the Round Rock Outlet Mall
and IKEA, Amplify’s convenience, visibility and community brand
awareness will increase and so will our membership base.
University Commons Branch:
210 University Blvd., Suite 160, Round Rock, Texas 78665
Tax Refund Fraud
I
t’s Tax Season again, which means it’s
time to be on the lookout for fraudsters
and scammers looking to take advantage
of unsuspecting taxpayers. Keep an eye out
for red flags and stay away from offers that
are too good to be true.
Identity Theft occurs when a thief uses your
personal identifying information to commit
fraud or other crimes without your permission. For example, an identity thief could
use a tax payer’s personal information to file
a fraudulent tax return and claim a refund.
Learn more about the steps the IRS takes to
protect tax payers’ identities.
Phishing is an attempt by a fraudster to collect your personal information by way of a
fraudulent email or website that appears to
be from a legitimate entity, such as the IRS.
Remember, the IRS does not initiate contact
with taxpayers by email to request personal or financial information—ever. Report
IRS-related phishing attempts by forwarding
the email to [email protected].
Return Preparer Fraud can occur if a dishonest tax preparer commits refund fraud or
identity theft against an unsuspecting taxpayer. The IRS reminds consumers to only
choose preparers who sign the returns they
prepare and enter their IRS Preparer TIN.
Social Security Tax Scams & “Free
Money” Offers from the IRS tend to target low-income individuals, the elderly, and
members of church organizations where word
of mouth tends to spread among friends. The
scams build false hope by suggesting the victim may qualify for special tax credits, all the
while charging the victim money for the bad
advice and claims that never follow through.
Impersonations of Charitable Organizations are common following natural disasters. Scammers will pose as charity coordinators to get money or private information
from tax payers that want to help. These
types of scams have been around for a long
time and can be highly sophisticated.
Tax Prep Savings for YOU!
T
he April 15th tax deadline is just around the corner! If you haven’t done your taxes yet,
check out these great offers available to Amplify members, courtesy of Turbo Tax and
Jackson Hewitt.
Save on TurboTax®
Save $5 on TurboTax Federal Deluxe Edition as an Amplify member. With TurboTax, you can
be confident your taxes will be done right.
• No tax knowledge needed. TurboTax translates taxes into simple questions about your life, and
puts your information in the right places for you.
• Double checks as you go. TurboTax coaches you every step of the way and automatically double
checks your return for errors.
talk about savings.
say hello to the Sprint Credit Union
Member Discount.
save
10%
save
or
15%
on select regularly priced
personal service plans*
on select regularly priced
business accounts*
Use Corporate ID: NACUC_ZZM
Use Corporate ID: NACUC_ZDS_ZZM
Plus
• Waived activation fee on new lines (Up to $36 in savings)
• Waived upgrade fee (Up to $36 in savings)
Call 877.SAVE.4.CU and tell them you’re a
credit union member and ask to be attached to
either Corporate ID to start saving today!
Use your QR code reader to scan here and get
the free Invest in America app to validate your
credit union membership.
For business accounts, visit a Sprint store. To find a
location near you, go to www.sprintstorelocator.com.
*Application of discount requires 2-year contract extension on existing plans.
Verification of membership is required at time of activation/upgrade. Discount
does not apply to secondary lines.
All rights reserved. Sprint, the logo, and other trademarks are the trademarks
of Sprint Nextel.
For a complete update on the rules of the Sprint Credit Union Member Discount
program, please visit www.lovemycreditunion.org/Sprint.
2013 Sprint Item #800-20
©2013 CU Solutions Group 032613 1526
Federally insured by NCUA.
• You’re never alone. If you have questions, TurboTax has answers and is ready to help.
As always, with TurboTax you’re guaranteed to get your maximum refund—or your money back1.
Jackson Hewitt®: Two Ways to Save on Tax Prep
As an Amplify member, you are eligible to save either $30 on your individual income tax
preparation at participating Jackson Hewitt Tax Service® locations nationwide or pay $50 less
than last year2 when you switch to Jackson Hewitt from a competing tax preparer. In addition,
Jackson Hewitt is offering credit union members:
• FREE Accuracy Guarantee3
• FREE 24/7 return status alerts
Let Jackson Hewitt estimate your refund, FREE! Meet with one of our tax pros today to see
what we can do for you. No appointment necessary.
Visit goamplify.com/taxes to take advantage of these great offers!
1. Maximum (Biggest) Refund Guaranteed or Your Money Back: If you get a larger refund or smaller tax due from another tax preparation method,
we’ll refund the applicable TurboTax or SnapTax federal and/or state purchase price paid. TurboTax Online Federal Free Edition customers are entitled
to payment of $14.99 and a refund of your state purchase price paid. Claims must be submitted within sixty (60) days of your TurboTax or SnapTax
filing date and no later than 6/15/14. Efile, Audit Defense, Ask a Tax Expert, Refund Transfer and technical support fees are excluded. This guarantee
cannot be combined with the TurboTax Satisfaction (Easy) Guarantee. 2. Offer valid for tax prep fees paid of $150 or more. Proof of last year’s tax prep
fee required. 3. Offer valid on tax preparation fees only and on no other product or service. May not be combined with any other offer, discount, or
promotional price. Valid at participating locations only. Most offices are independently owned and operated. Your Credit Union does not determine fees
charged by Jackson Hewitt or its franchisees. If you are not satisfied with the fees quoted you are not obligated to complete your return with Jackson
Hewitt and may decline their services any time prior to filing. Most offices are independently owned and operated. Offer expires 4/30/14
© 2013-2014 Intuit Inc. All rights reserved. State filing charges apply. Limited time offer for TurboTax 2013. Terms, conditions, features, availability,
pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered
trademarks and/or service marks of Intuit Inc. in the United States and other countries. Other parties’ trademarks or service marks are the property
of their respective owners.