Finance Quiz: How much do you know about CDs?

2

None of the Above

Both

1

Welcome Kit TAT, sig card, Funding Letter TAT, 10-Day BRG, Reg D

TAT for Funding Letter, EWP, Reg D, 10-Day BRG, signature card

Welcome Kit TAT, sig card and certification , 10-day BR

TAT for Funding Letter, 10-day BRG, EWP

True

False

Raise your Rate CD's

High Yield CD's

Select CD's

No Penalty CD's

At renewal of a CD (regardless of term)

When a customer requests it

At Account Opening

When CD closes

Anytime

After 6 calendar days of funding

Never

After 7 business days

They will get a call in 1-2 BD in ref to the renewal

Nothing

There will be a email confirmation alert to the email on file

They will get a text message confirmation

No

Yes

We could do a term change since its within the 10 grace period

CD would have to be closed and they would have to open a new one

A reward you get when renewing your CD (regardless of term)

A group of CDs with staggered maturity dates.

When you double fund your CD

A penalty when you close your CD prior to maturity

During the Grace Period

Only upon initially setting up CD

At any time

Never

8M

9M

12M

11M

Directly in WebCSR

Use the CD Interest Disbursement workflow, then process in WebCSR

Use the Account Maintenance, CD Interest workflow

Use the CD Interest Disbursement workflow

Roth IRA Rollover Election From and ATP

Traditional IRA Transfer Request Form and ATP if applicable

IRA Transfer Authorization Form

Contribution Form

CD Term Change workflow, then WebCSR 'Product Transfer'

CD Term Change workflow, provide tat

Do not use the workflow, in WebCSR select 'Product Transfer'

CD Term Change workflow, in WebCSR select 'Rollover

60 calendar days

30 business days

20 days

2 weeks