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How do I fill this out?
To fill out the referral form, provide your information at the top. Then, pass the form to your friend or family member for their details. Finally, ensure they present this form when opening their new checking account to receive reward funds.
How to fill out the Refer a Friend Cash Reward Program at BSNB?
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1. Enter your personal details at the top of the form.
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2. Pass the completed form to your friend or family member.
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3. Ask them to provide their information in the designated fields.
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4. Ensure they use this form when opening a new account.
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5. Wait for the referral rewards to be deposited into your account.
Who needs the Refer a Friend Cash Reward Program at BSNB?
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Current BSNB customers wanting to earn cash rewards.
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Friends or family members looking to open a personal checking account.
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Individuals seeking to benefit from a referral program.
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Community members wanting to support local banking initiatives.
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New customers who appreciate incentives for choosing BSNB.
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1. Open the PDF in PrintFriendly.
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What are the instructions for submitting this form?
To submit this form, ensure all required fields are filled correctly. You can hand it to your friend to take to the bank or submit it electronically if permitted. For any questions, contact BSNB customer service at (518) 885-6781 for further instructions and assistance.
What are the important dates for this form in 2024 and 2025?
The referral program is ongoing but may be subject to changes. Ensure you check for updates regularly. Important dates regarding holidays or bank events will be communicated through BSNB's channels.
What is the purpose of this form?
This form serves to facilitate the referral of friends and family to Ballston Spa National Bank. By using this form, existing customers can ensure they are rewarded for referring new account holders. The purpose is to encourage community engagement and promote financial benefits through personal connections.
Tell me about this form and its components and fields line-by-line.
- 1. Your Information: Fields include Name, Address, City, State, Zip, and Phone Number.
- 2. New Customer Information: Similar fields to collect Name, Address, City, State, Zip, and Phone Number.
What happens if I fail to submit this form?
If you fail to submit this form, you will not be eligible for the referral rewards. This means both you and your referred friend may miss out on the cash bonuses offered by BSNB.
- Lost Opportunity: Not submitting means missing potential cash rewards.
- Incomplete Referral: Your friend may not receive the benefits if the form is not presented.
- Account Application Issues: Problems with the account opening process could arise without documentation.
How do I know when to use this form?
- 1. Referring New Customers: Utilize the form to refer friends or family to take advantage of this offer.
- 2. Earning Rewards: Complete and submit the form to secure referral bonuses after your friend opens an account.
- 3. Documenting Referrals: Use this form as a formal way to track your referrals for cash earnings.
Frequently Asked Questions
How do I fill out this referral form?
To fill out this form, start by entering your name and other required details, then pass it to your friend.
What rewards do I receive?
As a referring customer, you can earn $50, while your friend earns $25 for opening their account.
How long does it take to receive my reward?
The referral award is deposited within 30 days of your friend's account opening.
Can I refer multiple friends?
You can refer multiple friends as long as they are new customers and open qualifying accounts.
Is the referral offer time-limited?
Yes, this referral offer may be withdrawn or changed at any time.
What happens if my friend's account closes too soon?
If the account closes within six months, the referral award may be deducted.
Can I use this form for multiple accounts at the same address?
The offer does not apply to multiple accounts within the same household.
What information must I provide?
Both you and your friend must provide your names, addresses, and phone numbers on the form.
How do I ensure my friend gets the full award?
Your friend must present this referral form during their account opening to receive the bonus.
What if I have more questions about the process?
For further assistance, contact BSNB directly or consult the bank website.
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