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Reduce Your Paper Clutter!

Union State Bank is Sponsoring a Free Shred Day for our Customers

Saturday, April 25 – 9 am – 11 am

Union State Bank’s Hwy. 16 location

What you need to keep for seven years:

  • W-2 and 1099 income forms
  • Year-end bank and brokerage statements
  • Receipts or cancelled checks for deducted expenses
  • Home purchase or closing statements, insurance records, and receipts for improvements

Also,

  • Homeowners should keep records for six years after selling their home

And…Keep Indefinitely…

  • Records of IRA contributions (particularly nondeductible contributions)
  • Annual summaries of retirement/savings plan statements
  • Copies of your tax returns
  • Receipts for big purchases as proof of their value in the event of loss

Home Buying Seminar

Attend Union State Bank's

Home Buying Seminar

 

Monday, April 27th

5:30 - 6:30 pm

Downtown Location, 120 S Mill St, West Salem, WI

 

 

Topics Include:

  • Union State Bank Loan Programs
  • How your Credit Score and History Affect a Loan
  • Down Payment Requirements
  • What Can You Afford?
  • Personal Information the Bank Needs
  • How to Choose a Realtor
  • Property Issues Apprasiers Look For
  • And, More!

Speakers Include:

Steve Zeman, USB President, NMLS #532715

Jim Anderson, Vice President, NMLS #583761

Tracey Von Ruden, Loan Officer, NMLS #555902

Fran Noffke, GRI, CRS - Gerrard-Hoeschler Realtors

Take-Home Worksheets, Refreshments and Drawing

Customer Education Videos 

  

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