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Smart SAVE
CustomerInformationandEnrollmentForm
CustomerName:,
LastFirstM. I. Address:
StreetAddressCityZIPCodeStateSmartSAVEService:
RoundupmypurchasestothenextwholedollareachtimeanyMidSouthBankMastercarddebitcardtransactionsposttomychecking
account.
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How to fill out smart save
How to fill out smart save
01
Log in to your smart save account.
02
Click on the 'Fill out smart save' button.
03
Enter the necessary information such as your income, expenses, and savings goals.
04
Review the information and make sure it is accurate.
05
Save the completed smart save form.
Who needs smart save?
01
Anyone who wants to track their income, expenses, and savings goals in a convenient and organized manner can benefit from using smart save.
02
It is especially helpful for individuals who want to create a budget, track their spending, and save money for specific goals.
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What is smart save?
Smart save is a financial tool that helps individuals save money by automatically setting aside a portion of their income for savings purposes.
Who is required to file smart save?
Any individual who wishes to use the smart save tool to save money is required to file it.
How to fill out smart save?
To fill out smart save, individuals need to set up an account with their financial institution and authorize automatic transfers for savings.
What is the purpose of smart save?
The purpose of smart save is to help individuals build up their savings over time through automatic contributions.
What information must be reported on smart save?
The information that must be reported on smart save includes income details, savings goals, and the frequency of automatic transfers.
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