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1
Have you ever been, or are you currently, a member of StellerVista?
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Yes, I’m a member now
I used to be, but not anymore
No, never
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2
Let's get your new membership started. Who is joining?
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Just me
Me and my spouse or partner
Me and my family, including kids
My business or organization
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3
Regulatory Questions
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As local as we are, there a number of provincial government regulations we need to comply with – and the following questions address those (don’t hold it against us).
Yes
No
To join the credit union online you need to: have not declared bankruptcy in the last 7 years, be 19 years or older and a Canadian resident. Do you meet these 3 requirements?
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Will this Membership be used by or on behalf of a third party? (This Membership should only be used by you and, if applicable, your co-applicant. A third party is someone other than yourself and the co-applicant)
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Are you a politically exposed foreign person? (A politically exposed foreign person is someone who holds or has held a senior position in a foreign state. We ask this to comply with anti-money laundering and terrorist financing regulations.)
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To join the credit union online you need to: have not declared bankruptcy in the last 7 years, be 19 years or older and a Canadian resident. Do you meet these 3 requirements?
Will this Membership be used by or on behalf of a third party? (This Membership should only be used by you and, if applicable, your co-applicant. A third party is someone other than yourself and the co-applicant)
Are you a politically exposed foreign person? (A politically exposed foreign person is someone who holds or has held a senior position in a foreign state. We ask this to comply with anti-money laundering and terrorist financing regulations.)
Yes
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No
Row 0, Column 1
Yes
Row 1, Column 0
No
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Yes
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No
Row 2, Column 1
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4
What day to day banking features would you like to use?
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(select all that apply)
Chequing Account
Savings Account
Visa Debit (think regular debit card, but better)
Online / mobile banking
eTransfers
Credit card and rewards
In-person branch service
Remote or telephone service
Other
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5
Would you like to provide any further details on how you'd like to bank with us?
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Yes, let's continue
Not now, please contact me.
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6
Would you like us to help you move any automatic deposits or payments over?
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Yes, please.
Not right now.
Unsure, l need to know more.
Other
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7
Are you interested in a mortgage with StellerVista?
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YES
NO
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8
Where are you at right now?
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I am just starting to look
I am shopping seriously, no offer yet
I have an accepted offer
I would like to move my mortgage from another lender
I am renewing an existing mortgage
I would like to refinance, or taking equity out
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9
Roughly what amount are you looking at?
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Please Select
Under $300,000
$300,000 to $500,000
$500,000 to $1 million
Over $1 million
Not sure yet
Please Select
Please Select
Under $300,000
$300,000 to $500,000
$500,000 to $1 million
Over $1 million
Not sure yet
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10
What date would you like to have funding by?
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-
Date
Month
Day
Year
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11
Where is the property located?
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12
Are you interested in borrowing money for a purchase, consolidation, or line of credit?
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YES
NO
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13
What would you be borrowing for?
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A vehicle
A home renovation
Consolidating debt into one payment
A major purchase
A line of credit for flexibility
Other
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14
Roughly how much would like to borrow?
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Under $10,000
$10,000 to $25,000
$25,000 to $50,000
$50,000 to $100,000
Over $100,000
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15
What date would you like to have funding by?
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-
Date
Month
Day
Year
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16
Are you interested in saving and investing money with StellerVista?
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YES
NO
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17
How would you like to save right now?
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(select all that apply)
Everyday savings accounts
Registered savings (TFSA, FHSA, RRSP, or Similar)
RESP for a child’s education
RRIF or retirement income
Term deposit or GIC
Market, stock and bond investments
Not sure, I am looking for advice
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18
Would you be moving funds over from another source?
Yes
No
Possibly, but need more information
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19
Your Legal Name
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First Name
Last Name
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20
Email
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example@example.com
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21
Phone
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Please enter a valid phone number.
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22
What community would you generally bank in?
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Cranbrook
Castlegar
Fernie
Sparwood
Elkford
Slocan Valley
Boundary Country
Out of area / remote service
Other
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23
Best way to reach you
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Phone call
Email
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24
What’s the best time of day to reach you?
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Weekday mornings
Weekday afternoons
Weekdays after 4
Saturday
Anytime is fine
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25
Anything else you'd like us to know?
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