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2024 Certification - Basic Banking for Massachusetts
2024 Certification - Basic Banking for Massachusetts
1.
Were you a participating Basic Banking for Massachusetts financial institution in 2023?
Yes
No
2.
Does your institution have a Bank On
National Account Standards
Certified Product?
Yes
No
Tell us more about your Bank On account
*
3.
Please type the name of your financial institution as you would like it to appear on our website:
(Required.)
*
4.
I certify that my financial institution has BOTH a qualified Basic Banking for Massachusetts Checking Account and a Basic Banking for Massachusetts Savings Account. This means the accounts meet all of the following criteria.
Basic Banking Checking Account Guidelines:
- Requires no more than $25.00 to open an account
- Charges no monthly fee
- Provides unlimited free withdrawals
Basic Banking Savings Account Guidelines:
- Requires no more than $10.00 to open an account
- Charges no monthly fee on account balances of $10.00 or more
- Charges a monthly fee of no more than $1.00
- Pays interest on all account balance of $10.00 or more
(Required.)
Yes
No
5.
I certify that my financial institution has a qualified Basic Banking for Massachusetts Checking Account ONLY. This means the account meets all of the following criteria.
Basic Banking Checking Account Guidelines:
- Requires no more than $25.00 to open the account
- Charges no monthly fee
- Provides unlimited free withdrawals
Yes
No
6.
I certify that my financial institution has a qualified Basic Banking for Massachusetts Savings Account ONLY. This means the account meets all of the following criteria.
Basic Banking Savings Account Guidelines:
- Requires no more than $10.00 to open an account
- Charges no monthly fee on account balances of $10.00 or more
- Charges a monthly fee of no more than $1.00
- Pays interest on all account balance of $10.00 or more
Yes
No
7.
Our financial institution does NOT have an account that meets the new 2024 requirements but it is our intention to make the appropriate changes in order to have a qualifying account again in 2025.
True
False
8.
Our financial institution does NOT have any qualified Basic Banking for Massachusetts accounts at this time.
True
False
9.
Our financial institution is interested in becoming a supporting member of Partnership for Financial Equity.
Yes, please send us more information on Partnership for Financial Equity membership.
No, not at this time.
We are already members.
*
10.
Please indicate the name and contact information for the person to whom we should address Basic Banking correspondence.
(Required.)
Name:
Title:
Email:
Phone Number
11.
Please provide the name and contact information for an additional contact, if applicable.
Name:
Title:
Email:
Phone Number:
12.
We will be celebrating the 30th anniversary of Basic Banking for Massachusetts in Worcester on October 2, 2024. Please provide us with emails of any additional invitees from your institution?
Name #1
Title
Email
Name #2
Title
Email
Name #3
Title
Email
Name #4
Title
Email
Name #5
Title
Email
