MISC 1
MISC 2
MISC 3
MISC 4
MGMT
100
What is the penalty for a partial withdraw out of a MyHome Savings Share?

The Share will close

100

How many credit cards do we offer? Name them.

School Employee

Secured

Rewards

Inspire

(4)

100

How can you lookup a Membership using a Members phone number? (Spell it out)

RG: Mbrlookup

100

What is the POS limit for an adult Membership?

$4000

100

What are Davids daughter and sons names?

Ximena and Benji

200
What does UTMA stand for?

Uniform Transfers to Minors Act

200
True or False: For a family transfer, you do not need 262, smog or tax

False, you need 262

200

What is the age range for a Junior Varsity membership?

0-12

200

What is the fee for a new DMC?

$5

200

How many pets does Jorge have?

3
300
If a Member is asking for a 1099, what script do we run?
RG TAXINFO
300

True or False, Pre-Approvals are only awarded with the best possible rate.

False, they are awarded through multiple tiers.

300

What is the CTR Script?

RG RD.ECTR.VERIFYPERSON
300

What is the script to see a members combined 90 day balance?

RG RISK

RG TI only shows it for individual shares

300

What are Marielas daughter and step-sons names?

Aaron and Aleena

400
On what Exact Date will we stop accepting foreign checks?

February 1st, 2024

400

What is the MSR 2 cash advance limit?

5k

400

True or False, A check hold amount is released after the 2nd business day.

False, As of October 25, 2023, check hold amounts are released ON the 2nd business day.

400

For the “Season of Savings” Auto Promotion, Member will receive a ____% discount on their qualified rate for vehicles purchased through Enterprise Car Sales during the promotion period.

0.75%

400

How old is Jorge

33

500
What is the contribution limit for 2024 for a 401k, 403b or roth 403b?

$23,000

It was $22,500 in 2023

500

What is a Strong Dependency Membership, and are employees who do not live in California eligible? 

Strong Dependency companies are businesses/entities that primarily and directly provide services to an eligible California school within the FOM. These employees do NOT need to reside in California to open a Membership.

(As of July 26, 2023)

500

During the month of December, credit qualified Members will be notified that they are able to skip a Credit Card payment for which month(s)?

December and January

500
How old is Bill Cheney?

62

500

How old was Mariela when she had her first child?

27

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