Refer a Friend Program at Stephenson Bank
This file outlines the details of the Refer-A-Friend program at Stephenson National Bank & Trust. It provides instructions on how to refer friends for a new account and the rewards for both referrer and referee. Ideal for anyone looking to benefit from banking as part of a community.
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How do I fill this out?
To fill out this form, you need to provide your personal information and your friend's details. Make sure to include the required fields like name, address, and phone number. This ensures that both you and your friend can benefit from the rewards.
How to fill out the Refer a Friend Program at Stephenson Bank?
1
Fill out your information at the top of the form.
2
Enter your friend's information in the designated sections.
3
Review the details to ensure accuracy.
4
Submit the form to your friend so they can take it to the bank.
5
Wait for the rewards to be deposited into your accounts.
Who needs the Refer a Friend Program at Stephenson Bank?
1
New customers who want to open a savings account.
2
Existing customers looking to earn rewards by referring friends.
3
Friends of current customers who need assistance in opening a bank account.
4
Community members interested in local banking opportunities.
5
Anyone wanting to save money while helping others benefit from a trusted institution.
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What are the instructions for submitting this form?
To submit this form, hand it to your friend to take to Stephenson National Bank & Trust when they open their new account. Alternatively, you can also submit it via email or directly at a local branch. Please include your full details to ensure proper processing.
What are the important dates for this form in 2024 and 2025?
Ensure to keep track of important deadlines for the Refer-A-Friend program in 2024 and 2025. Check the bank's website or contact customer service for the latest updates on any promotional offers. Deadlines are crucial to ensure you and your friends receive the bonuses correctly.
What is the purpose of this form?
The purpose of this form is to facilitate the referral process for new customers to Stephenson National Bank & Trust. It allows existing customers to refer friends and family, thereby promoting the bank's services while earning rewards. This referral program incentivizes community growth and enhances customer engagement.
Tell me about this form and its components and fields line-by-line.
- 1. Referred by: Field for the current customer's name.
- 2. Friend's Name: Field for the new customer's name.
- 3. Address: Field to collect the new customer's address.
- 4. City: Field to specify the city of the new customer.
- 5. State: Field for the state of residence.
- 6. Zip Code: Field for the postal code.
- 7. Daytime Phone: Field to collect a contact number of the new customer.
What happens if I fail to submit this form?
If you fail to submit this form, you and your friend will miss out on potential rewards. The process relies on both parties completing their required sections accurately for the benefits to be processed. It's crucial to ensure proper submission to avoid any delays.
- Missing Rewards: Failure to complete the form may result in not receiving the $50 and $25 bonuses.
- Incomplete Information: Missing fields can hinder the submission process and delay benefits.
- Privacy Issues: Without proper handling of the form, personal information might not be processed appropriately.
How do I know when to use this form?
- 1. Opening a New Account: This is used when referring someone looking to start a new banking relationship.
- 2. Reward Program Participation: Utilized to ensure both referrer and referee benefit from the referral program.
- 3. Community Engagement: Supports local banking initiatives by encouraging existing customers to refer friends.
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