Potential Member Survey | Ubuntu Federal Credit Union (Proposed)

Step 1

Support & Membership Intent

Do you support the establishment of Ubuntu Federal Credit Union? Yes No Unsure

If Ubuntu Federal Credit Union is chartered and you are eligible, how likely are you to become a member?

If Ubuntu is chartered and you become eligible for membership, would you make an initial share deposit? Yes No Unsure

Estimated initial share deposit If you answered Yes, enter the amount you reasonably expect you could deposit.

Would you expect to make regular monthly deposits into your Ubuntu account? Yes No Unsure

Estimated monthly deposit If you answered Yes, enter the amount you reasonably expect you could deposit each month.

Step 2

Banking & Financial Services

What best describes your current banking relationship?

Which accounts would you expect to use? Select all that apply. Checking account Savings account Money market account Share certificates / CDs Youth account Business account

Which services would be important to you? Select all that apply. Online banking Mobile banking Debit card Online bill pay Mobile check deposit Financial education Credit-building services Money transfer services

Step 3

Borrowing Needs

Please indicate the types of loans you reasonably expect you might consider if Ubuntu is chartered and lending services become available.

Planning information only

Indicating interest in a loan does not constitute a loan application, approval, commitment, or guarantee of future credit.

Auto loan

Personal loan

Mortgage / home loan

Small business loan

Credit-builder loan

If you expect to borrow, when might you need a loan?

Step 4

Access & Household Information

How would you prefer to access your credit union most often?

If a physical branch were available, how often would you expect to visit?

Employment status

Approximate annual household income

County

State

Step 5

Financial Needs

Which financial needs are most important to you or your household? Please select up to three.

Select no more than three.

Step 6

Community Participation & Certification

Would you be interested in volunteering or supporting the development of Ubuntu? Yes Maybe No

If Yes or Maybe, which areas might interest you? Financial education Community outreach Technology Marketing and communications Governance and committees Business and community development

I would like to receive updates about the progress of Ubuntu Federal Credit Union (Proposed).

Certification

By submitting this survey, I certify that the information I provided is accurate to the best of my knowledge and reflects my current intentions and anticipated financial needs.

I understand that Ubuntu Federal Credit Union is proposed and is not yet chartered. Completing this survey does not establish an account, create a deposit, guarantee membership, guarantee a loan, or guarantee regulatory approval.

I have read and agree to the certification above.

Help us understand the financial needs of our community.

Tell us who you are.

Your financial needs and expectations