The Proposed Xcellence Leaders Federal Credit Union Interest Survey Form

Hello Leader,

We are excited about the development of our new proposed Xcellence Leaders Federal Credit Union. We recently received our preliminary approval from the National Credit Union Administration (NCUA) for our Field of Membership and Proof of Concept. Based upon these NCUA's preliminary approvals, it is our hope that you will join this new federal credit union once we complete the chartering process and NCUA issues us a charter.

We believe this new federal credit union will be of great financial benefit to you and your family. It will be established with your specific needs in mind. Before we begin developing our business plan and financial projections, we need to better understand what specific financial needs you have and how you might use the credit union.

The survey below will assist us with this task. Please voluntarily complete the survey questions below and submit them back to us electronically.

If you have any questions regarding this survey, or about how to get involved or support the new proposed Xcellence Leaders Federal Credit Union, you may contact me at 1-888-983-1672 x 1, ask for Dr. Angella Banks

Serving You in Xcellence,

Dr. Angella Banks, Organizer

Proposed Xcellence Leaders Federal Credit Union

Name

First NameLast Name

If interested in receiving credit union updates, please provide email address:

example@example.com

Enter City / State

Are you interested in joining the Proposed Xcellence Leaders Federal Credit Union within two years of being opened? Yes No

Are you interested in joining the Proposed Xcellence Leaders Federal Credit Union within two years of being opened?

YesNoMaybe

Are you currently a member at a credit union or a customer at a bank?

Member at a Credit UnionCustomer at a BankOther

If other, please explan:

Please indicate which of the following products and services are DESIRED or NECESSARY for you to join the credit union:

	Needed	Desired
Savings
Checking
Share Certificate
IRA
Business Checking
Signature Loan
New Vehicle Loan
Used Vehicle Loan
First Mortgage Loan
Home Equity Loan
Personal Credit Card
Business Loan
Business Credit Card
Digital Access Account (Cryptocurrency)
Overdraft Protection
Debit/ATM Card
Online Banking
Online Bill Pay
Financial Counseling
Financial Literacy Education
Telephone Banking
Cashier Checks
Direct Deposit
Wire Transfer
Notary
Other

If other is selected, please explain:

Would you be willing to PLEDGE an initial deposit in the credit union?

YesNo

If yes, how much would you be willing to deposit? List PLEDGE $ dollar amount below!

Would you be interested in making regular deposits (such as payroll deposit) in the credit union?

YesNo

If yes, how much would you deposit monthly? List $ dollar amount below:

Based upon the below products and services, please select an average balance for each account.

	$0-$300	$301-$500	$501-$1,000	$1,001-$3,000	Over $3000
Savings
Checking
Share Certificate(CD)
IRA
Business Checking

Share Certificate (CD) average balance and term or maturity date

	$0-$300	$301-$500	$501-$1,000	$1,001-$3,000	Over $3000
6 months
12 months
24 months
Over 24 months

If you were to acquire a loan in the next 12 months from the credit union, which loan type and range represents your anticipated loan interest?

	$0-$500	$501-$1,000	$1,001-$5,000	$5,001-$10,000	Over $10,000
Signature Loan
New Vehicle Loan
Used Vehicle Loan
First Mortgage
Home Equity
Credit Card

When transacting credit union business which of the following would you use? Choose one or more

Would you be interested in becoming a volunteer or partner with our "Leaders Stand for Financial Freedom" Campaign and Tour to aid in our $1,000,000 credit union start up goal?

YesNo, not at this time

Would you like to support us NOW by joining us in this movement by making a donation, pledging, or supporting by spreading the good news:

YesNo

If yes, please click the link below to visit our website to learn more and complete the necessary forms to get involved: https://www.xcellencecreditunion.com/

Thank you again for taking the time out to support us in this new financial endeavor. Thank you for being a "LEADER" who is taking a STAND FOR FINANCIAL FREEDOM!

Dr. Angella Banks