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NEW ACCOUNT SURVEY QUESTION BANK New Account Origination Questions The scored responses to the questions in this section are assigned to the credit union representative who took the new account application.

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How to fill out new account opening surveys

01

Begin by entering your personal information such as name, address, phone number, and email.

02

Provide any necessary identification documents such as driver's license or passport.

03

Select the type of account you wish to open, such as checking, savings, or investment.

04

Answer any additional questions about your financial goals or risk tolerance.

05

Review the information you provided for accuracy before submitting the survey.

Who needs new account opening surveys?

01

Individuals looking to open a new bank account or investment account.

02

Customers who have recently moved and are switching to a new financial institution.

03

Small business owners in need of business banking services.

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What is new account opening surveys?

New account opening surveys are forms that collect information from customers when they open a new account at a financial institution.

Who is required to file new account opening surveys?

Financial institutions are required to file new account opening surveys.

How to fill out new account opening surveys?

New account opening surveys can be filled out by customers either online or in person at the financial institution.

What is the purpose of new account opening surveys?

The purpose of new account opening surveys is to gather information about customers for regulatory and compliance purposes.

What information must be reported on new account opening surveys?

Information such as the customer's name, address, date of birth, social security number, and source of funds must be reported on new account opening surveys.

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