2024 Certification - Basic Banking for Massachusetts

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1. Were you a participating Basic Banking for Massachusetts financial institution in 2023?

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2. Does your institution have a Bank On National Account Standards Certified Product?

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3. Please type the name of your financial institution as you would like it to appear on our website: (Required.)

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4. I certify that my financial institution has BOTH a qualified Basic Banking for Massachusetts Checking Account and a Basic Banking for Massachusetts Savings Account. This means the accounts meet all of the following criteria.

Basic Banking Checking Account Guidelines:
- Requires no more than $25.00 to open an account
- Charges no monthly fee
- Provides unlimited free withdrawals

Basic Banking Savings Account Guidelines:
- Requires no more than $10.00 to open an account
- Charges no monthly fee on account balances of $10.00 or more
- Charges a monthly fee of no more than $1.00
- Pays interest on all account balance of $10.00 or more (Required.)

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5. I certify that my financial institution has a qualified Basic Banking for Massachusetts Checking Account ONLY. This means the account meets all of the following criteria.

Basic Banking Checking Account Guidelines:
- Requires no more than $25.00 to open the account
- Charges no monthly fee
- Provides unlimited free withdrawals

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6. I certify that my financial institution has a qualified Basic Banking for Massachusetts Savings Account ONLY. This means the account meets all of the following criteria.

Basic Banking Savings Account Guidelines:
- Requires no more than $10.00 to open an account
- Charges no monthly fee on account balances of $10.00 or more
- Charges a monthly fee of no more than $1.00
- Pays interest on all account balance of $10.00 or more

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7. Our financial institution does NOT have an account that meets the new 2024 requirements but it is our intention to make the appropriate changes in order to have a qualifying account again in 2025.

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8. Our financial institution does NOT have any qualified Basic Banking for Massachusetts accounts at this time.

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9. Our financial institution is interested in becoming a supporting member of Partnership for Financial Equity.

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10. Please indicate the name and contact information for the person to whom we should address Basic Banking correspondence. (Required.)

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11. Please provide the name and contact information for an additional contact, if applicable.

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12. We will be celebrating the 30th anniversary of Basic Banking for Massachusetts in Worcester on October 2, 2024. Please provide us with emails of any additional invitees from your institution?

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