MEMBERS1st Account Product Offering

With this type of account, a member selects a term to earn a higher interest rate, but pays a penalty to withdraw the money early.
IRA
Liquidity 1st
Set a Goal Savings
Certificate of Deposit
IRA stands for Individual __________________________ Account
Rollover
Retirement
Resources
The following accounts can be opened online:
Checking
Liquidity 1st
IRA
Holiday Club
Money Market
Virtual Coin Jar
Certificate of Deposit
Set A Goal Savings
Secondary Shares
Share Savings
This account that pays out on the 1st of November to the regular shares account.
Set A Goal Savings
Certificate of Deposit
Holiday Club
Virtual Coin Jar
This account is required for membership at MEMBERS1st.
Share Savings
Secondary Shares
Checking
The balance of Set A Goal Savings transfers to the savings (or other selected account) on the 1st of the month?
True
False
You must have a checking to utilize Bill Pay?
True
False
With this type of account members cannot write checks and minimum withdrawal amount is $500.
Certificate of Deposit
Holiday Club
Money Market
Liquidity 1st
If a member does not have e-statement and utilizes Bill Pay, what is the monthly fee for this service?
$1.07
$3.00
$6.00
There is no fee.
This account is restricted to 6 electronic items per month (which includes 3 checks).
Liquidity 1st
Money Market
Checking
The Par Value at MEMBERS1st is $5?
True
False
This account is most often opened to deposit debit card round-up “coin”.
Checking
Share Savings
Secondary Shares
Virtual Coin Jar
To withdraw fund from a Roth IRA account, the member must be how old to not incur a penalty?
59 1/2
62
65
70 1/2
Which accounts have a tiered rate based on the amount in the account? (check all that apply)
Checking
Money Market
Liquidity 1st
Virtual Coin Jar
Certificate of Deposit
Set A Goal Savings
Share Savings
IRA Certificate of Deposit
Holiday Club
Secondary Shares
On a scale of 1-10 with 1 being unsatisfactory and 10 being very satisfied. How would you rate today's training?
110
0
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