Between shifts, you can contact Midflorida Credit Union through the request form when your hospital 403(b) or pension has been sitting untouched. The office is at 991 Polk Street, Houston, TX 77002, United States.
After the first conversation, you decide whether an account review makes sense and what you want to discuss next. Nothing is decided before then.
Your 403(b) details before a post-shift call
Use the form to say what is on your mind, such as an old hospital 403(b), a pension estimate, 2 IRAs, or a retirement date that feels close. A short note is enough; you do not need to sort every statement before reaching out.
The details usually give us a starting point for the conversation. Keep sensitive account numbers, passwords and Social Security numbers out of the form. Round balances, such as “about $600K across a 403(b) and IRA,” are plenty for an initial discussion.
What can you ask before moving a hospital account?
You can ask one question or bring a fuller account picture without agreeing to move anything. For example, ask whether a 403(b) rollover is worth considering, how a pension changes your retirement paycheck, or why 12 funds in one account may be harder to follow than necessary.
A first conversation can also cover the practical parts: what documents would be useful later, whether your current choices need attention, and what a simpler roadmap could cover. The cost for your own situation is quoted in writing before you decide.
When should Midflorida Credit Union hear from you about a pension?
Reach out now if you have $500K in investable assets and a decision is coming up, such as leaving a hospital job, choosing a pension option, or combining accounts before retirement. It is also worth talking when you cannot explain to your family where the accounts are or what each one is for.
You can wait if no decision is pending and your accounts are already simple enough to describe on one sheet. But don’t wait solely because you work nights or have not organized the paperwork; those are ordinary reasons to begin with a short conversation.
A conversation from your home or the Houston office
Midflorida Credit Union speaks with households around the country by video conference or telephone, and can meet in person at the Houston office. Pick the setting that fits your schedule; an in-person visit is not required.
Midflorida Credit Union contact details
Midflorida Credit Union, LLC991 Polk Street, Houston, TX 77002, United States
Areas we serve
All 50 states, with meetings by video or phone; office visits in Houston.