School Employee
What's a product that offer a high dividend rate and does not exceed more than $2000 depsots per month.
Summer Saver
This is the minimum balance that is required to open the share savings account.
$5
This is the name of the individuals who created the Trust and whose property is held in the trust.
Trustor
30 days-60 months
This car loan is used when purchasing a car from a well known brand Dealership
Franchise Car Loan
What's a product we offer that extends the pay check of a school employee working less than 12 months out of the year?
Paycheck Planner
This is the minimum opening deposit that is required to open the Liquid Advantage Money Market.
The individual who is authorized to transact on a trust and manage any property held in the trust.
Trustee
What is the age requirement to withdraw from an IRA without a penalty?
This type of car loan is used when purchasing a car from a private dealership
Non-Franchsie Car Loan
What product is available for certified School Employees whom need financial assistance for their supplies?
Classroom Supplies Loan
This savings does not require an opening deposit. It can mature within 6-18 months and renews for the same term every year.
My Club Account
This person is responsible for taking over the trust after the Grantor has passed away or become incapacitated.
Successor Trustee
What's the name of the tax form members will receive at the end of the year if they make over $10 from dividends?
1099-DIV
Sally has a car loan with Chase. Her interest is at 11% and wants a better rate with SchoolFirst. What type of car loan is this called?
External Refinance Car Loan
This product is known to help School Employees skip auto loan payments when they are not getting paid during the Summer.
Summers Off Program
This account allows an individual to save for educational expenses of a beneficiary while earning tax-free interest.
12 Month Coverdell Educational Savings Account
Sally's is a successor trustee on her dad's trust. Her dad recently became incapacitated. What happens to the trust?
It turns into an irrevocable trust
What is called when you move an IRA from Chase to SchoolsFirst?
Trustee to Trustee Transfer
Amanda's friend is selling her a car. Her friend has a loan with Chase. What kind of car loan is this called?
Private Party Purchase
This is a low interest loan that helps school employees reach a more advanced degree or program.
Higher Educational Loan
This account allows members to save up for their home at an interest rate of 4.40%
My Home Savings
Account that protects the earnings of child actors, musicians, etc. from the parent or legal guardian.
Coogan Trust Account
What is the age requirement to start taking RMD (required minimum distribution)?
73 and 1/2
Cesar has a been leasing a car with Tesla. He loves the car and decides to buy it and finance with SchoolsFirst. What documents do we need?
Registration, Lease Buy Out Package, Current Mileage, $8 Smog Fee, and DMV Paperwork Fees (Sales Tax, $15 and $25 fees)