Informa Survey
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Date:

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Informa Survey
First Name
Last Name
Email
Please answer if you have any of the following types of accounts with your primary financial institution
Name of Bank
Checking Account Name
Average Balance
$
Savings Account
Average Balance
$
Money Market
Average Balance
$
CD
Average Balance
$
IRA
Average Balance
$
Online Banking
Overdraft Protection
First Mortgage
Home Equity Line of Credit
Credit Card
Auto Loan
Investments
Average Balance
$
Other Deposits
Average Balance
$
Other Financial Institutions 1
Please answer if you have any of the following types of accounts with any other financial institutions. Please leave blank if you do not have any accounts with other financial institutions.
Name of Bank
Checking Account
Name of Checking Account
Average Balance
$
Savings Account
Average Balance
$
Money Market
Average Balance
$
CD
Average Balance
$
IRA
Average Balance
$
Other Deposit Account 1. Please list the account name
Average Balance
$
Other Financial Institutions 2
Please answer if you have any of the following types of accounts with any other financial institutions
Name of Bank
Checking Account
Name of Checking Account
Average Balance
$
Savings Account
Average Balance
$
Money Market
Average Balance
$
CD
Average Balance
$
IRA
Average Balance
$
Other Deposit Account 2. Please list the account name
Average Balance
$
Other Financial Institutions 3
Please answer if you have any of the following types of accounts with any other financial institutions
Name of Bank
Checking Account
Name of Checking Account
Average Balance
$
Savings Account
Average Balance
$
Money Market
Average Balance
$
CD
Average Balance
$
IRA
Average Balance
$
Other Deposit Account 3. Please list the account name
Average Balance
$
Credit Card
If you have any credit cards, please provide the following information:
Credit Card 1
Bank Name
Credit Card 2
Bank Name
Credit Card 3
Bank Name
Credit Card 4
Bank Name
Credit Card 5
Bank Name
Mortgage and Investments
Mortgage
Bank Name of Mortgage
Home Equity Line of Credit
Bank Name of Home Equity Line of Credit
Small Business
Do you have a Small Business?
Name of Business
Type of Business
Annual Revenue
$
Number of Employees
Checking Account
Name of Checking Account
Average Balance
$
Savings Account
Average Balance
$
Money Market
Average Balance
$
CD
Average Balance
$
Other Deposit Accounts
Bank Name
Average Balance
$
Do you currently use merchant services with your primary bank?
Do you currently use payrolll services with your primary bank?
Thank you for taking the survey!