Technology Credit Union

Filing Period

Jan 1, 2011 to Dec 31, 2011

Signed

Nov 12, 2012

Return Version

2011v1.2

Gross Receipts

$64,848,852

Mission

Major Activities

Activity 2

Technology credit union provides atm (automated teller machine) services to members. They can access their bank account in order to make cash withdrawals (or credit card cash advances) and check their account balances conveniently in a public space without the need for a human clerk or bank teller.

Activity 3

Technology credit union private banking is a personalized service program designed specifically for their most financially successful members. Private banking members are assigned to a private banking manager, an experienced credit union professional, who serves as personal resource and point of contact for all their fnancial services needs. The private banking managers provide personal, responsive, professional, and friendly service while ensuring the security and confidentiality of every financial transaction. They also act as liaisons, connecting their members with the best financial experts in investing, real estate lending and consumer lending. In addition, private banking members are entitled to a wealth of benefits including estate planning and trust services at a specially discounted rate, tax planning and preparation, loan rate discounts and priority processing of all loans, special private banking seminars and events, exclusive private banking newsletter, preferred rate membership to the silicon valley capital club, and no check holds.

Filer

EIN

94-1651781