Checking Accounts
Savings & Money Market Accounts
HSA Accounts
Custodian/Minor Accounts
Business Accounts
100

What are the three types of consumer checking accounts Associated Bank offers?

What is Access, Balanced, and Choice Checking?

100

What is the Monthly maintenence fee on an Associated Savings?

What is $5?

100

What is an HSA account?

What is an account that allows you to set money aside for future out-of-pocket medical expenses?

100

True or False - Minors can cash checks against a custodian account.

What is false?

100

True or False - when printing a debit card for a business account all signers must be present even if only one person is getting a card?

What is true?

200

What is the minimum deposit to open an Access Checking Account?

What  is $25?

200

How many withdrawals does a customer get on their Associated Savings Account before they are charged a withdrawal limit fee?

What is six withdrawals?

200

True or False - contributions to your HSA are tax-deductible.

What is true?

200

Does a minor need to be present when opening a custodian account?

What is no?

200

What is the minimum balance to open a business checking account at Associated Bank?

What is $100?

300

What type of ATM does Associated Bank not charge a fee for a customer to use?

What is a Money Pass ATM?

300

What is the minimum deposit to open an Associated Relationship Savings Account?

What is $25,000?

300

What happens to money remaining in your HSA at the end of the year?

What is it remains in the account and can be used in the following year.

300

What type of account can minors be sole owners on?

What is a savings account?

300

What are the three types of business checking accounts Associated Bank offers?

What is Business Foundation, Business Core, and Business Advanced checking?

400

How do you avoid the monthly maintenance fee on an Associated Bank Choice Checking Account?

What us holy $10,000 in combined deposit accounts with same statement cycle or the presence or HSA or investment accounts.

400

What is the minimum amount required to open an Associated Bank savings account for a child under the age of 18 years old?

What is $10.

400

What are two expenses that qualify for distribution from an HSA

What is:

-Medical expenses such as doctor visits, prescriptions, dental care, or transportation to an appointment

-Long-term care insurance

-Healthcare coverage when receiving unemployment

-Certain continuation-of-benefit healthcare coverage

-Certain heath insurance after age 65

400

If you're dealing with a custodian account that has both a custodian and a power of attorney and the minor passes away, who is in charge of closing the account?

Who is the custodian?

400

Name two different types of business credit cards offered at Associated Bank. 

What is:

-Visa Business

-Visa Business Real Rewards

-Visa Business Cash Preferred

-Smart Business Rewards Visa

500

What are the two debit cards Associated Bank offers customers?

What is Platinum Debit Mastercard and World Debit Mastercard?
500

How do you avoid maintenance fees on the Associated Zero interest Savings account?

What is : 

- Maintain $300 minimum daily balance

-Be under 18 years old

-Put $25 or more per month in recurring automatic deposits from another account 

-Have direct deposit set up

500

How long after the account balance hitting zero does it take for Associated Bank to close the account?

What is 15 months?

500

If the custodian account has a power of attorney, what do the custodian and power of attorney sign as?

What is the custodian signs the agent designation card as the depositor and the power of attorney signs as the agent. 

500

Explain funds availability for people who deposit a business check not drawn on Associated Bank?

What is $300 the first day, remaining funds fully available the following business day?

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