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Personal Accounts - Day 1

  •  English    12     Public
    New Account Review
  •   Study   Slideshow
  • What does P.O.D. stand for?
    Payable on Death
  •  15
  • True or False: A POD has to have a primary savings account with us.
    FALSO!
  •  15
  • What age qualifies as a minor account?
    Any age under 18.
  •  15
  • What 3 products / services are not allowed for a minor account?
    MemberSafe,​ Bill Pay,​ Courtesy Pay
  •  25
  • If there is a foreign national member and a U.S. citizen member, who is primary on a joint account?
    U.S. Citizen
  •  20
  • How many beneficiaries can a member have?
    The limit does not exist.
  •  10
  • Name 3 forms of acceptable ID you can use to open a brand new account.
    DL, ID, Passport, Passport Card, Military ID, CAC, US Civil Service card, Concealed handgun License, LTC, Matricula, Permanent Resident Card...more
  •  15
  • Who would open a non-interest bearing account for a member who is starting a political campaign?
    Remote Member Assistance
  •  15
  • What account freezes funds if there are multiple parties and one passes away?
    JWOROS
  •  15
  • What is the name of the Person Type for a Convenience Signer?
    Transacting Signatory
  •  25
  • What is needed for a convenience signer to have access RBFCU Online banking?
    primary savings!
  •  15
  • What is the RBFCU Mission Statement?
    To improve our members' economic well-being and their quality of life!!
  •  15