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Checking and Savings Accounts

Total questions: 15

Worksheet time: 12mins

Name
Class
Date
1.

How many of you are now ready to open a savings account? If so, would you bank at the financial institution you researched?

a)

Yes, I am ready. No, I wouldn't choose the financial institution I researched.

b)

Yes, I am ready. Yes, I would choose the financial institution I researched.

c)

No, I am not ready. I don't understand any of it and so I wouldn't choose the financial institution I researched.

d)

No, I am not ready. I would choose the financial institution I researched once I became ready, though.

2.

With a Certificate of Deposit, money stays in an account for a (a)   (could be a few months to a few years).

3.

Money Market Accounts generally have higher (a)   than a regular savings account.

4.

When writing a check, this tells the bank which account the money is to come from:

a)

12-digit routing number

b)

10-digit account number

c)

16-digit check number

d)

none of the above

5.

When writing a check, write in _________; write ____________; and __________ every check in your register.

(a)  

6.

Your (a)   should be the last thing you complete (when writing a check). It gives the bank permission, or authorization, to release the money to the payee.

7.

When you deposit a check, you need to let the bank know that you have personally approved the transaction by __________ the check:

a)

folding

b)

typing

c)

recording

d)

endorsing

8.

A checking account allows you to pay for things in other ways than using cash - like wiring checks or using a credit card

a)

True

b)

False

9.

What is a check?

4 lines
10.

You can use several accounts to save money, for example, regular savings, money market accounts, and CDs.

a)

True

b)

False

11.

Which financial institution is insured by the NCUA?

a)

Bank

b)

Savings & Loan Association

c)

Credit Union

d)

Both A and B

12.

A (a)   's main business is to make home loans.

13.

The benefit of not needing to use a check cashing store that charges enormous fees because you have a bank account includes:

a)

Financial future

b)

money saver

c)

conveneince

d)

security

14.

This type of financial institution allows members only:

a)

Bank

b)

Savings & Loan Association

c)

Both A and B

d)

Credit Union

e)

C

15.

A Regular Savings Account allows...

a)

withdrawals and deposits

b)

deposits and check writing

c)

withdrawals and debit card debits

d)

none of the above