Menlo Survey offers Traditional and Roth IRAs to members. Members may choose between two products:
IRA funds are federally insured separately by the NCUA up to $250,000 which gives members peace of mind. We allow deposits up to the maximum IRA deposit limits. We accept direct Rollovers and Transfers. In addition, we assist members with their Required Minimum Distributions after age 70 1/2. Please consult a tax advisor to verify your eligibility.
Menlo Survey has no annual fees on its IRA programs.
Menlo Survey prides itself on its Premier Member Service. Our Staff and Management assist members on an individual basis. We answer each phone call in person and look forward to speaking to our members.
By becoming a member, you become an “owner” of the Credit Union. Once you join, your immediate family members also become eligible.Learn More
Menlo Survey offers a full range of loan options including, Auto Loans, RV Loans, Vessel Loans, Mobile Home Loans, Real Estate Loans, and more.Apply For A Loan
We have ATMs throughout the country. Nearly 30,000 ATMs means you have more direct, access to your money.Find An ATM