INSTITUTION USED/PRIMARY BANK*

SERVICES USED/PRIMARY BANK*

• ATM Card
• Auto Loan
• Certificate of Deposit (CD)
• Checking Account
• Debit Card
• Home Equity Loan
• Home Improvement Loan
• Home Mortgage
• IRA
• Money Market Account
• Online Banking
• Online Bill Pay
• Personal Loan
• Refinance Home Mortgage
• Savings Account
• 401k Plan
• 529 Plan/College Savings Plan

CREDIT CARD BRAND USED PAST 3 MONTHS

TYPES OF ORGANIZATIONS CONTRIBUTED TO IN THE PAST 12 MONTHS*

• Arts/Cultural
• Environmental
• Healthcare/Medical
• Political
• Religious
• Social Care/Welfare
• Other Organization

INVESTMENTS*

• Bonds
• Money Market Funds
• Mutual Funds
• Second Home/Real Estate Property
• Stocks/Stock Options
• Other Securities & Investments

SERVICES USED PAST 12 MONTHS*

• Accountant
• Attorney
• — Bankruptcy
• — Personal Injury
• — Other
• Check Cashing
• Financial Planner
• Funeral Pre-Planning
• Online Investing/Stock Trading
• Real Estate Agent
• — Buy/Rent/Sell
• Stockbroker
• — Discount
• — Full-Service
• Travel Agent
• Tutoring Service
• Wire Transfer

INSURANCE

• Auto*
• — Provider
• Health
• — Type
• — Provider
• • Group
• • Individual
• Homeowners/Renters*
• — Provider
• Life

COMPANY PURCHASE DECISION PARTICIPANT

• Overnight Delivery Services
• Office Equipment/Office Supplies

* Household Measurements