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On Tap Credit Union

Crafting Banking Solutions for You

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PERSONAL

First Name*

Last Name*

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Are you an On Tap Credit Union member?

What is your marital status?

How many children do you have?

FINANCIAL GOALS

Which of the following are your most important financial goals and challenges? (Select all that apply.)

Find more "room" in my budget

Get out of debt

Buy a new home

Refinance my mortgage

Buy a car

Save for retirement

Pay for education

Start a new business

Manage a parent's finances

Improve my credit

Other

ACCOUNTS

Do you currently:

What accounts do you currently have? (Select all that apply.) Balances are optional.

Mortgage

Mortgage Balance

IRA(s)

IRA(s) Balance

Home Equity

Home Equity Balance

CD(s)

CD(s) Balance

Auto Loan

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Credit Card(s)

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Checking

Checking Balance

Savings

Savings Balance

EMPLOYMENT

Which best describes your employment status? (Select all that apply.)

Employed full time

Employed part time

Not working / Looking for work

Student

Homemaker

Military

Retired

Other

Yearly household income:

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Routing Number: 307076533
NMLS#401477

Federally insured by NCUA

Equal Housing Opportunity

Federally Insured by NCUA

Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency

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