If you have any questions, please contact our office at (402) 475-1191 or info@haberfeld.net
 GENERAL CLIENT AND CONTACT INFORMATION
 Institution
 Name
 City State
 Contact
 Name
 Email
 Phone
 Number
 How did you hear about Haberfeld?
 CHECKING ACCOUNT INFORMATION
 1. How many offices do you have where personal checking accounts are opened?
 2. How many personal checking accounts (transaction only) did you open last year?
 3. How many personal checking accounts did you close last year?
 4. How many dollars of regular service charge revenue do you collect on personal checking accounts in a year?
Note: regular service charges are fees for going below a minimum or fixed monthly or per check charges, not NSF fees, stop payment fees, mark-up on sale of checks, etc.
 5. What was your NSF income on personal checking accounts last year?
 6. How much do you charge for an NSF?
 7. Do you currently offer a free checking product?
 8. How many personal checking accounts do you currently have?
 9. What do you spend on marketing annually?
 10. What do you spend on training annually?
 11. Do you originate and service first mortgages?
 12. Do you accept IRAs?
 13. Please note if you have opened or closed any offices during the year.
 BUSINESS CHECKING ACCOUNT INFORMATION
 14. How many offices do you have where business checking accounts are opened?
 15. How many business checking accounts do your offices open (in total) in a typical year?
 16. How many dollars of regular service charge revenue do you collect on business checking accounts in a year? Note: regular service charges are fees for going below a minimum or fixed monthly or per check charges, not NSF fees, stop payment fees, mark-up on sale of checks, etc.
 17. What was your NSF income on business checking accounts last year?
 18. How much do you charge for an NSF?
 19. Do you currently offer a free business checking product?
 20. How many business checking accounts do you currently have?
 21.  What do you spend on marketing business accounts annually?

206 S. 13th • Suite 1500 • Lincoln, NE 68508 • 402-475-1191 © 2008  Haberfeld Associates. All rights reserved.