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Team Member Referral

Care to Share Summer Beach Party

Through July 31, refer friends and family to Credit Union of Southern California (CU SoCal) and earn $50 for each successful referral—with unlimited earning potential and chances to win raffle prizes up to $500! Scroll down to learn more.

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What is the Care to Share Summer Beach Party?

  • A limited-time program that rewards team members for referring friends and family to CU SoCal. 
  • All team members receive one base raffle entry.
  • Team members with a CU SoCal Membership can earn $50 when their referral joins CU SoCal by opening a qualified account and meeting the minimum deposit requirement. Referrals earn additional raffle entries.

Not a CU SoCal Member? Join today so you can enjoy the benefits of Memberships and refer your family and friends! 

How to Participate

  • Use the form below to invite friends and family to apply for CU SoCal Membership online or at a branch. 
  • Ask them to use the referral form or QR code when booking an appointment. 
  • After the account is opened, complete the Related Accounts Form on The Wave. 
  • Raffle bonus amounts are processed through Payroll and are subject to applicable taxes.

Help Us Build Better Lives While Earning $50 per Referral.1

It’s easy to turn referrals into cash—and help more friends and family access the Membership benefits of CU SoCal. Earn $50 when your referred friend opens their Membership along with a qualified Classic or Rewards Checking Account with minimum deposit.

  1. $50 is yours for every friend who opens a checking account with $25¹.
  2. The more friends you refer, the more you may earn.
  3. Your friend also receives $50, and can earn even more with additional products.

What to Know Before You Send

Enter the information about each of your friends below and an email invitation will automatically be sent to them on your behalf.

  • By participating in this referral program, you consent to allow us to include your name and email address in the invitation we send to each of your friends, which will be collected and used to administer the referral program and verify eligibility for referral incentives.
  • Your friend needs to provide your name and email address to establish the tracking in our system that allows you both to receive any referral cash bonus incentives.

By providing your friend’s information, you represent that you have permission to share such information with CU SoCal for purposes of sending a referral invitation.

Referral Milestone Raffles 

As we reach organization-wide Care to Share referral milestones, one raffle winner will be selected at each level: 

  • 100 referrals: $100 raffle prize
  • 200 referrals: $200 raffle prize
  • 300 referrals: $300 raffle prize 
  • 400 referrals: $400 raffle prize
  • 500 referrals: $500 raffle prize
    1. Promotion valid beginning May 1, 2026, and is available for a limited time. CU SoCal reserves the right to discontinue or change this promotion at any time without notice. Referrer must be an active CU SoCal Member. Offer valid only for new Members, defined as individuals age 18 or older who have never been an owner on an account at CU SoCal. All new accounts are subject to verification through ChexSystems® and approval based on Membership eligibility. Referred new Members may earn a $50 cash bonus for opening a qualified checking account, and then become eligible for additional one-time cash bonuses upon successful completion of the following requirements: $50 for completing qualified debit card transaction usage, $50 for completing qualified direct deposit, and $50 for funding a qualified consumer loan, all within the prescribed timeframes specified below, for a maximum total bonus of $200. Referring Members may earn a $50 cash bonus when the referred new Member opens a qualified checking account, which is the maximum bonus available to the referrer per each referred new Member. A qualified checking account is defined as a Classic Checking or Rewards Checking account with a cumulative deposit balance of at least $25 within 14 days of the Membership open date. Qualified debit usage requires 12 qualified PIN based and/or Point of Sale (POS) debit card transactions (excluding ATM withdrawals; purchases that are directly convertible to cash such as casino gaming chips, money orders, wire transfers, or travelers checks; and debit card purchases for less than $1.50) per month for two consecutive calendar months within 90 calendar days of Membership open date. Qualified direct deposit requires at least $750 in cumulative direct deposits (e.g., payroll, pensions, or government benefits; transfers between accounts do not qualify) per month for two consecutive calendar months within 90 calendar days of Membership open date. A qualified consumer loan is defined as a vehicle or personal loan funded within 90 calendar days of Membership open date. The referred new Member must open a qualified checking account to be eligible for any additional bonuses, and once this requirement is met, additional bonuses may be earned independently and are not contingent upon one another, allowing the referred new Member to earn bonuses in any combination of qualifying activities up to a maximum $200 total. Debit card usage and direct deposit qualifications must be completed within 90 calendar days of Membership open date to be eligible for payout. The referring Member becomes eligible for their bonus once the referred new Member satisfies the qualified checking account opening requirement. Accounts must be open and in good standing to receive bonus payments. Cash bonuses will be deposited into the Member’s CU SoCal account within 60 calendar days after qualifying activities are completed and verified by CU SoCal. Offer cannot be combined with other promotional offers unless otherwise stated, and bonuses may be subject to IRS 1099 tax reporting.