EmailMe Form - generation2080 Quarter 3 Worksheet v 2 11.29.2022

Name *

First Last

Email *

Phone *

### - ### - ####

Who is your CRM case manager? *

Date you watched the "Take it to the Bank" video? *

What is your CMCU account # (will be hidden)? *

Who is your primary financial institution? Will they give you good, low-cost service for life needs like auto financing, home mortgage or credit cards? Explain who you will go to for big needs. *

The video mentions several uses for accounts. Which type of account do you want or need to have for your financial plans?

Checking or transaction account

Emergency account

Short-term savings - what do you use this for?

Medium-term savings - what do you use this for

Retirement accounts (IRA, 401k, 403b)

Other

It's important to have a place to hold your money and invest it for your long-term goals. It's nearly impossible to pass along assets to your family if all you have is a checking account.

Which of these types of accounts do you need to set up because you need them for the long-term? *

Checking or transaction account

Emergency account

Short-term savings - what will you use this for?

Medium-term savings - what will you use this for?

Retirement accounts - IRA, 401k, 403b

Other

QUIZ QUESTION:
A checking account should NOT be used for what uses or goals? *

ACTION STEPS:
What action steps did my case manager and I agree to? *

Having an emergency reserve account is necessary if you don't have one. You decide what an emergency is.

NEXT STEPS:
When do I meet again with my case manager for generation2080? *

I know that I have to complete the video, worksheet and meet my case manager to receive my savings account match. *

I know that I need to save every two weeks as part of the generation2080 program. I may be withdrawn from the program if I go longer than 3 months without saving. *