MOVIE QUOTES
"Guys, I'm eating junk and watching rubbish! You better come out and stop me!"
Home Alone (Kevin)
At what point during the membership application process do we click on Cross Qualify?
After booking (finalizing) the application
When must we resolve Red Flags?
When the Qualifile Decision is "Accept" or "Review".
Name two membership eligibility qualifications
Live, work, worship, attend school in WA or North Idaho. Eligible relatives, work for a CBP
"We could all have been killed — or worse, expelled."
Harry Potter and the Sorcerer's Stone (Hermione)
Welcome Letter
If you are unable to resolve Red Flags for a brand-new membership, what is your next step?
Decline the membership.
Name two acceptable forms of ID for membership opening
Driver's License, ID Card, Passport, Military ID, Tribal ID w/ photo and number, Resident Alien Card, Anything in the ID checking guide w/ photo
*Must be unexpired!
“But Brawndo has what plants crave! It's got electrolytes!"
Idiocracy (2006)
That belongs in a museum!
Indiana Jones and the Last Crusade
Name two ways our members can sign documents within DA
Ink Sign, E-sign via tablet, E-sign via email
What is copied/pasted after clicking the 'Red Flag Tool' link?
The ID Verification ID number.
How much is the membership fee for a student who is 18 or older?
$5.00
What does "No Records Found" mean within the underwriting screen of DA?
Additional steps must be taken to verify SSN
Before booking (finalizing) an application, what must be "crossed off" in DA regarding Red Flags?
Task List
What are the two primary reasons we view a credit report?
Identification and "Cross Education" (selling)
After you book an application, name two "post DA" steps you will complete
Cross Qualify, Charge membership fee, print debit card, OLB, order checks, Reg D, Auto transfers, complete deposit, print welcome letter
What criteria makes a SSN issue date range valid?
If the SSN issue date is AFTER the DOB or the same year as the DOB.
Name two of the four items we record from our members during the membership application process
Source of funds, Opening method, Occupation/Employer, BSA Risk Code