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Financial Check Up

Have you stopped by a LorMet branch lately for your financial checkup?Stethoscope

We recommend visiting one of our member service representatives at least once a year to make sure your accounts are in good standing.

Life is stressful, and we don’t expect your first reaction to a major life event to be reporting it to your bank. However, if this information is not kept up-to-date, there can be unintended consequences.

This checkup should only take about 15 minutes, no appointment needed! Either visit one of our branches during normal business hours or call us at (440) 960-6600, so a friendly member service representative can check the following vital signs:


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Personal Information

Have you moved recently, or changed your contact information?

  • Name
  • Address
  • Phone Number
  • Email Address

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Form of Payment

Need to order more checks, or replace a LorMet card that’s about to expire?

  • Debit Card
  • ATM Card
  • Credit Card
  • Checks

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Ownership of Account

Did you recently experience a life event that could affect the ownership of your account?

  • Individual: Only the primary can transact – at death payable to Estate
  • Joint with rights of survivorship: Equal rights, all parties can transact- at death payable to the joint owner
  • Payable on Death: Cannot transact on account – receives funds in the event of the death of a primary member (individual account).

 


 

As your financial institution, we’re here to help all of your accounts stay healthy. Thanks for banking with LorMet!