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Worksheets

Banking, Income and Employment

Total questions: 25

Worksheet time: 11mins

Name
Class
Date
1.

For most careers, which degree will most likely result in the highest lifetime earnings?

a)

High school degree

b)

Associate's degree

c)

Licensure or certification

d)

Bachelor's Degree

2.

Which of the following is NOT a common feature of a financial institution?

a)

Access to ATMs

b)

Investment trading

c)

Direct deposit

d)

Debit cards

3.

The amount of money you're paid, after all taxes and deductions are taken out of your paycheck is called _____.

a)

Gross pay

b)

Net pay

c)

Total pay

d)

Year-to-date pay

4.

Which of the following financial institutions typically have the highest fees?

a)

Check cashing and payday loan companies

b)

Credit unions

c)

Brick-and-mortar banks

d)

Internet banks

5.

Which of the following is a possible tax or deduction that they may show up on your paycheck?

a)

Federal income tax

b)

Contributions to retirement savings

c)

FICA

d)

All of the above

6.

Which type of bank account typically offers the least (if any) interest?

a)

Checking account

b)

Savings account

c)

Money market account

d)

Certificate of deposit

7.

What is the purpose of the W-4 form?

a)

To file your tax return.

b)

To determine how much your gross pay should be.

c)

To inform your employer of how much federal income tax to withhold from your paychecks.

d)

To avoid paying income taxes on your paychecks.

8.

Which type of bank account is best for everyday transactions?

a)

Checking account

b)

Savings account

c)

Money market account

d)

Certificate of deposit

9.

Your employer sends you a _______ form that tells you how much you've made and how much you've paid in taxes in the last year.

a)

1040

b)

W-2

c)

W-4

d)

W-9

10.

Which savings account will earn you the least money?

a)

One that earns simple interest monthly.

b)

One that compounds interest daily.

c)

One that earns simple interest daily.

d)

One that compounds interest monthly.

11.

Which savings account will earn you the most money?

a)

One that earns simple interest monthly.

b)

One that compounds interest daily.

c)

One that earns simple interest daily.

d)

One that compounds interest monthly.

12.

Which of the following statements is true about taxes?

a)

Taxes pay for schools and government departments

b)

Taxes pay for roads and emergency services.

c)

Taxes are often used at the federal, state, and local levels.

d)

All of the above


13.

Why is it important to reconcile your bank statements?

a)

To detect any errors in your account.

b)

To avoid spending more than what is in your account.

c)

To determine if you were charged any fees.

d)

All of the above

14.

What do taxes pay for?

a)

Schools, government departments, roads, and emergency services

b)

Operation of financial institutions

c)

Privately-owned businesses

d)

None of the above

15.

What should you do before you approach an ATM?

Inspect the ATM to make sure it wasn't tampered with.

a)

Share a picture of your debit card with your friends.

b)

Inspect the ATM and its surroundings to make sure it is safe to use.

c)

Ask someone nearby for help using the ATM.

d)

Check for any suspicious people lurking nearby.

16.

The gig economy offers ________.

a)

the total availability of employment and labor in the economy

b)

Flexible, short-term, and independent jobs.

c)

An economic system in which assets or services are shared between individuals.

d)

The migration of workers to high-tech jobs.

17.

Which of the following statements about savings accounts is FALSE?

a)

Savings accounts allow an unlimited amount of withdrawals each month.

b)

Savings accounts don't usually require a minimum balance.

c)

Savings accounts don't usually pay interest on the money you deposit.

d)

Savings accounts don't usually pay interest on the money you deposit.

18.

What do you need in order to fill out your 1040?

a)

Your W-2

b)

Your routing and bank account number

c)

A record of any other supplemental income

d)

All of the above

19.

If there is an issue with your bank statement or account balance, who should you contact to resolve the issue?

a)

The local police station

b)

Your bank

c)

Your mom

d)

All of the above

20.

Which of the following is NOT considered part of your benefits package available from your employer?

a)

Free technology equipment

b)

Disability Insurance

c)

Paid time off

d)

Healthcare insurance

21.

Which of the following statements about investing is FALSE?

a)

Investing is riskier than putting money in a savings account.

b)

Investing is best for long-term financial goals, like paying for retirement.

c)

Investing is a guaranteed way to grow your money.

d)

On average, investing money in the stock market earns a higher return than putting money in a savings account.

22.

A _______ is a share of ownership in a company.

a)

bond

b)

stock

c)

mutual fund

d)

money market account

23.

A mutual fund is _________.

a)

A type of debt investment that acts like a loan.

b)

A share of ownership in a company.

c)

A type of investment that invests in a mix of different types of investments.

d)

A type of savings account that pays interest based on current interest rates in the money market.

24.

When considering a job offer, you should consider how much you're being paid and any other employee

benefits before you accept the offer.

a)

TRUE

b)

FALSE

25.

Which of the following statements about investing is TRUE?

a)

On average, putting money in a savings account earns a higher return than investing money in the stock market.

b)

Investing is riskier than putting money in a savings accounts.

c)

investing is best for short-term financial goals.

d)

Investing is a guaranteed way to make money.