Summary Plan Description

Enrollment

To enroll in this plan, you must complete an Enrollment Form and return it to the Trust Office. To enroll with Qualstar Credit Union, you must complete a Membership Card and return it to Qualstar. Once enrolled, you will receive a Qualstar member packet with information about your new account and a Check Card for access to your account at ATM locations.

Key Point

If you temporarily work in another jurisdiction under Money Follows the Carpenter, your vacation contributions (if applicable) are not part of this plan. Please contact the Cooperating Trust for information about your vacation contributions when working in their jurisdiction.

If you choose not to enroll with Qualstar, the Trust Office will electronically transfer your contributions to a temporary account at Qualstar. At your request (by telephone or in writing), Qualstar will promptly return your contributions to you. No dividends are paid on these temporary deposits.

Helpful Hint

To enroll with Qualstar, you must complete a Membership Card in its entirety and return it to Qualstar. If you choose not to enroll with Qualstar, the Trust Office will electronically transfer your contributions to Qualstar. At your request (by telephone or in writing), Qualstar will will promptly return your contributions to you. No dividends are paid on these temporary deposits.