Banking Study

First name

Last name

Address

City

State

Zip code

What county do you live in?

Phone

Birthday required

Occupation

What company do you work for?

When did you last participate in a group discussion or interview about a particular product or service?

What was the topic of your most recent research study you participated in?

Which of the following statements best describes your role in personal financial decisions on behalf of your household - including which provider to use for your personal banking/mortgage/loan products? Required

a. I’m the sole decision maker

b. I share the decision making equally with someone else

c. I can influence but do not make these decisions

d. I’m not involved in these decisions at all

Which of the following best describes your family situation?

a. Don’t have children

b. Have children at home, at least one under 10 years old

c. Have children at home, all over 10 years old

d. Have children but they have all left home

What company do you have your primary personal checking account with?

What companies do you have any other personal financial accounts with – for example, savings accounts, mortgages, loans, investments, retirement accounts etc.?

Finally, if you could invite anyone – living or dead – over for dinner, who would it be and why? Please share at least 2-3 sentences explaining your answer.

Thanks for applying for our research project! We'll get back to you if we can use you for the study!