For your convenience, you can now set up appointment requests online. Your information will be forwarded to the BayPort Financial staff, available through CFS*, who will call you back to finalize your appointment.
The following items may make your appointment more productive:
- Previous 2 years Tax Returns
- Life Insurance Information
- Latest 401K Statement
- Pension Information
- Social Security Information
- Beneficiary Information - Including: names, dates of birth, social security numbers.
- Latest statement from financial institutions other than BayPort Credit Union
- List of debts and assets
*Non-deposit investment products and services offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Newport News Shipbuilding Employees' Credit Union (NNSECU) has contracted with CFS to make non-deposit investment products and services available to credit union members. BayPort Credit Union is a DBA name for Newport News Shipbuilding Employees' Credit Union. eVision® is a registered trademark of CFS.
Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.