Show:
IRA's
Loans
Name that Service
Living Trust/Estate
Name that Product
100
Individual Retirement Account
What does IRA stand for?
100
VISA Platinum with rewards and VISA Platinum
What loan's due date is the 16th of every month?
100
Periodic Payments
What service allows funds to automatically be transferred between accounts either as a one-time or scheduled basis.
100
*Letters of Administration, Letters of Testamentary or Court Documents *Certified Death Certificate-front and back *Tax ID# or EIN#
What 3 things are required when opening an Estate Account?
100
Simply Smart Checking (S9) eStatements and maintain at least $250 average monthly balance
What product offers Free 24hr Online Banking, Free Telephone Teller, Free VISA Debit Check Card, Cash back rewards, Free Worldwide ATM access and Free Overdraft Protection, if you have_______ and __________?
200
Traditional, Roth, SEP, and Coverdell
What type of IRA's do we offer at the Credit Union?
200
Real Estate Loans CENLAR
What are RELN loans and what company services them?
200
Commercial Money Orders (CMO's)
What service allows our members to receive funds anywhere in the United States usually within two to three hours?
200
Debit/ATM cards Because the individual appointed is NOT joint on the account.
What service do we NOT allow our Estate Accounts to have and why?
200
Money Market (S7)
What product generally earns a higher dividend, no monthly fee, and has a minimum withdrawal of $300 per transaction?
300
$2,000
What is the total contribution that can be deposited to a Coverdell each year?
300
Credit Union Direct Lending Washington, Oregon, Idaho, and California
What does CUDL stand for? What states do we offer CUDL?
300
Red Canoe Financial Group
What service is offered to our members who may have questions about investing, retirement, life insurance, etc?
300
ERNIE-Reference-Manuals-Financial Service Manual-Living Trust Section We need copies of the following sections: *Who are the Trustees *Who are the Successors *Trustee Powers *Signature Page *Certification of trust
Where would you search to find information about what documents a member would need to bring in to setup a trust and what documents are needed?
300
Flex Certificate
What product allows you a one-time bump up in rate, one-time withdrawal and one-time deposit, without a fee?
400
$5,000
What is the maximum dollar amount a member can deposit to their IRA at the age of 45?
400
Option 1: Loss of Life, Disability, Unemployment Option 2: Loss of Life, Disability Option 3: Loss of Life
What three options do members have to choose from with Payment Security Protection?
400
Courtesy Pay
What service provides an extra layer of protection when members unintentionally use their debit card for more than they have in their account?
400
Most often, this is the trust member. They're responsible for managing the trust assets.
What is a Trustee?
400
Payable on Death Account (ITF)
What product is setup for "in-trusted for a child" and the child is listed as the beneficiary for this account?
500
January 1st- April 15th or whenever taxes are due
What is the date range a member can deposit to their IRA for the previous year?
500
An IRA
What type of an account is not eligible to borrow against for a shared/certificate secured loan?
500
Bill Payer
What service do we provide that offers our members to pay their bills from one central page with no fee, unless they do not pay one bill in a 30 day cycle?
500
The Administrator, Executor or Personal Representative
Who can act on behalf of an Estate Account?
500
Easy Saver Certificate (I10) $10,000
What certificate can you add to anytime but cannot go over what dollar amount?