000: MEMBERSHIP SAVINGS Joint Owner: JANE D SAMPLE Year-to-Date Divd Paid: 7.63 Divd Rate:.50 %
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1 AUTO *******AUTO**3-DIGIT AT JOHN D SAMPLE 123 ANY STREET ANYTOWN US Page 1 of 4 12/01/10 12/31/ CARS, TRUCKS, SNOWMOBILES, ATV'S!!! We have money to lend. Let us help you with all your financing needs. Our experienced loan officers are here to serve you, call or stop in today at any of our branch locations. YOU EARNED 305 YOUR POINT TOTAL IS; YOUR NEW LEVEL WILL BE: premium We value your membership and reward you for being a member. Suffix Account Description Last Tran Balance 000 MEMBERSHIP SAVINGS 12/27/10 4, MEMBERSHIP ACCOUNT 10/03/ SPENDING MONEY 12/30/10 4, MY RETIREMENT 12/15/10 9, UNSECURED LOANS 12/17/ BOAT LOAN 7/05/ LINE OF CREDIT 12/27/ MNTH. SHR. CERT. 9/29/10 1, VISA GOLD 12/31/ SHARE ACCOUNTS 000: MEMBERSHIP SAVINGS Joint Owner: JANE D SAMPLE Year-to-Date Divd Paid: 7.63 Divd Rate:.50 % Date Transaction Type ID Transfer Acct Deposit Withdrawal Balance 12/01/10 Beginning Balance 5, /01/10 SHARES CASH W/D , /17/10 SHARES CASH W/D , /27/10 SHARES DEPOSIT , /31/10 SHARE DIVIDEND , Your Annual Percentage Yield Earned (APYE) is.50%, based on an Average Balance of 4, for the 31 day period ending 12/31/10. 12/31/10 Ending Balance , : MEMBERSHIP ACCOUNT Joint Owner: JANE D SAMPLE Year-to-Date Divd Paid:.00 Divd Rate: to 2, =.50% 2, to 5, =.50% 5, to 10, = 1.00% 10, to 99, = 1.00% 100, to 9,999, = 1.00% No Activity on Account, Last Trans Date: 10/03/02 Balance: 5.00 CHECKING ACCOUNTS 009: CHECKING ACCOUNT SPENDING MONEY Cleared Checks Date Transaction Type #/ID Transfer Acct Deposit Withdrawal Balance Chk # Amount 12/01/10 Beginning Balance 3, /01/10 ACH/WALGREEN CO , CHK# 4207 ECHECK 4207* /01/10 ACH/UNITED OMAHA HTH , DEC INSPRM 4210* /01/10 CHECK , /02/10 CK CARD/COUNTY MARKE , Date: 12/02/10 COUNTY MARKET # S QUINCY, IL /02/10 CHECK , /03/10 ACH/US TREASURY 310 1, , C V0.357 W N AAAAA ** 01
2 YOUR CREDIT UNION NAME Member # JOHN D SAMPLE PAGE 2 OF 4 Cleared Checks Date Transaction Type #/ID Transfer Acct Deposit Withdrawal Balance Chk # Amount SOC SEC 12/03/10 ACH/Hy-Vee , CHK# 4208 Check # 12/06/10 CK CARD/KRISTOPHERS , Date: 12/05/10 KRISTOPHERS HAIR STU QUINCY, IL 12/06/10 ACH/BANKERS LIFE , INS PREM 12/07/10 CK CARD/SHELL OIL , Date: 12/06/10 SHELL OIL Q WEST QUINCY, MO 12/08/10 ACH/BANKERS LIFE AND , PENSION 12/08/10 CHECK , /09/10 CHECK , /10/10 CK CARD/KOHLS # , Date: 12/10/10 KOHLS #0990 QUINCY, IL 12/10/10 CHECKING DEPOSIT , /10/10 ACH/AT&T Services , CHK# 4212 CHECKPAYMT 12/13/10 CK CARD/L&D DISCOUNT , Date: 12/11/10 L&D DISCOUNT TOBAC TAYLOR, MO 12/13/10 CK CARD/HY VEE , Date: 12/12/10 HY VEE 1533 S QUINCY, IL 12/13/10 CHECK , /13/10 CHECK , /14/10 CK CARD/THE UPS STOR , Date: 12/14/10 THE UPS STORE #5839 QUINCY, IL 12/14/10 ACH/Old Navy CC , OLDN EPAY 12/15/10 CK CARD/SPROUTS INN , Date: 12/15/10 SPROUTS INN Q QUINCY, IL 12/15/10 ACH/NUF ACC INS , /15/10 ACH/PIONEER AMERICAN , INS. DRAFT 12/16/10 CK CARD/USPS , Date: 12/16/10 USPS QUINCY, IL 12/16/10 CK CARD/KIRLIN'S HAL , Date: 12/16/10 KIRLIN'S HALLMARK #1 QUINCY, IL 12/20/10 CK CARD/BED BATH & B , Date: 12/17/10 BED BATH & BEYOND OF QUINCY, IL 12/20/10 CK CARD/SHELL OIL , Date: 12/19/10 SHELL OIL Q WEST QUINCY, MO 12/20/10 ACH/ , SBL LIFE 12/21/10 ACH/UNITED OMAHA HTH , DEC INSPRM 12/22/10 CK CARD/KMART , Date: 12/22/10 KMART QUINCY, IL 12/23/10 CK CARD/CVSPHARMACY , Date: 12/22/10 CVSPHARMACY #8636 Q QUINCY, IL 12/28/10 CK CARD/COUNTY MARKE , Date: 12/28/10 COUNTY MARKET # S QUINCY, IL 12/30/10 CK CARD/MCDONALD'S , Date: 12/30/10 MCDONALD'S F512 QUINCY, IL 12/31/10 Ending Balance 1, , , Total COURTESY PAY FEE Total NSF FEE CERTIFICATE ACCOUNTS 130: IRA COLLECTION/DISTR TRADITIONAL Year-to-Date Divd Paid: Divd Rate: % Issue Date: 10/02/06 Maturity Date: 10/02/11 Dividend paid on 1/01/11 in amount of $43.31 Date Transaction Type ID Transfer Acct Deposit Withdrawal Balance IRA Description 10/01/10 Beginning Balance 10, /01/10 DIVIDEND EARNED , DIVIDEND 11/01/10 DIVIDEND EARNED , DIVIDEND 12/01/10 DIVIDEND EARNED , DIVIDEND 12/15/10 RMD FOR , NORMAL DISTRIBUTION 12/31/10 Ending Balance , W N AAAAA ** 01
3 YOUR CREDIT UNION NAME Member # JOHN D SAMPLE PAGE 3 OF 4 501: 12 MNTH. SHR. CERT. Year-to-Date Divd Paid: Divd Rate: % Issue Date: 1/30/10 Maturity Date: 1/30/11 Date Transaction Type ID Transfer Acct Deposit Withdrawal Balance IRA Description 12/01/10 Beginning Balance 1, /31/10 DIVIDEND EARNED , /31/10 Ending Balance , LOAN ACCOUNTS The balance used to compute interest is the unpaid balance each day after payments and credits to that balance have been subtracted and any additions to the balance have been made. 240: UNSECURED LOANS Annual Percentage Rate: % Due Date: 2/15/11 Scheduled Pay Amt: Date Transaction Type #/ID Transfer Acct Dsbrsmnt Payment Balance Interest 12/01/10 Beginning Balance /17/10 LOAN PAYMENT /31/10 Ending Balance Interest Paid This Period: Fees Paid This Period: 5.32 Interest Paid Year-to-Date: Fees Paid Year-to-Date: : WRITE OFFS Status: DELINQUENT Annual Percentage Rate: % Due Date: 12/14/03 Scheduled Pay Amt: *** This loan 30 months delinquent in amount: *** No Activity on Account, Last Trans Date: 7/05/06 Balance: Interest Paid This Period: Fees Paid This Period:.00 Interest Paid Year-to-Date: Fees Paid Year-to-Date: : LINE OF CREDIT (*) Annual Percentage Rate: % Due Date: 1/26/11 Scheduled Pay Amt: Date Transaction Type #/ID Transfer Acct Dsbrsmnt Payment Balance Interest 12/01/10 Beginning Balance /07/10 OVERDRAFT TRANSFER /27/10 AUTO. FUNDS TRANSFER /31/10 Ending Balance Interest Paid This Period: Fees Paid This Period: 4.85 Interest Paid Year-to-Date: Fees Paid Year-to-Date: : VISA GOLD Please review your credit card statement for transaction detail. 12/31/10 Ending Balance SUMMARY OF LOANS UNDER OPEN-END LENDING PLAN # For details about fees included in this summary, refer to the separate loan account transaction details. Account Fees This Period Fees This Year Interest This Period Interest This Year 240: UNSECURED LOANS : LINE OF CREDIT Plan Total C V0.357 W N AAAAA ** 01
4 YOUR CREDIT UNION NAME Member # JOHN D SAMPLE PAGE 4 OF 4 ANNUAL ACCOUNT INFORMATION FOR 2010 Annual IRA Activity All Fair Market Values are as of 12/31/2010 and will be reported to the Internal Revenue Service. Plan Type: TRADITIONAL Fair Market Value: $9, Contribution Type Amount Distribution Type Amount Deposits 0.00 Withdrawals Rollover Deposits 0.00 Rollover Withdrawals 0.00 Recharacterized 0.00 Recharacterized 0.00 Dividends Total Total Annual Loan Interest Paid Account Description Amount Mortgage Interest? CONSUMER LOAN No LINE OF CREDIT No VISA GOLD No Total Annual Dividends Earned Account Description Amount REGULAR SHARES CHECKING ACCOUNT Total Total Federal Dividends Withheld Total Savings Bond Interest Paid Annual Other Annual Early Withdrawal Penalties Account Description Amount SHARE CERTIFCAT Total YOUR CREDIT UNION NAME 123 YOUR CU'S ADDRESS YOURTOWN, USA 2010 (987) XXX-XX-3368 $7.63 $0.00 $0.00 $0.00 W N AAAAA ** 01
5 C V0.357 W N AAAAA ** 01
6 Member Number VISA CLASSIC Statement Date Payoff Amount Minimum Payment Payment Due Date ******9999 9/30/2010 $ $ /28/2010 AUTO *******AUTO**3-DIGIT AT JOHN D SAMPLE 123 ANY STREET ANYTOWN USA YOUR CREDIT UNION NAME REMEMBER! If you are still mailing your VISA payment to us, you can save that $0.44 each month by transferring your payment directly from one of your CU accounts. Use Online Banking or call our office to get set up!! Summary of Account Previous Balance Payments, Credits, Benefits (-) Purchases, Cash Adv, Bal Transfers (+) Finance Charges and Other Fees (+) Misc Adjustments New Balance Available Credit Credit Limit New Balance Credit Available , , Account Information Member Number VISA CLASSIC Statement Date Payoff Amount Minimum Payment Payment Due Date $10 late fee. $13 3 years ******9999 9/30/2010 $ $ /28/ years $483 $450 (Savings=$33) Transactions POST TRANS TRANSACTION DESCRIPTION LOCATION OF ACTIVITY AMOUNT Sep 10 Sep 10 VISA CLASS PAYMENT CR Sep 20 Sep 16 KOHLS #1042 ANYTOWN, US Sep 27 Sep 25 JCPENNEY STORE 0477 ANYTOWN, US Sep 30 Sep 30 FIN CHG PURCHASE 4.25 Total Fees Charged in 2010 Total Interest Charged in 2010 $.00 $9.38 Rates and Fees Total Fees For This Period.00 Periodic Rates Balance Transfr Cash Advance Purchase Daily Rate % % % Annual Percentage Rate % % % Average Daily Balance $.00 $.00 $ Finance Charges Interest Charges $.00 $.00 $4.25 Transaction Fees $.00 $.00 $.00 Total Finance Charge $.00 $.00 $4.25 C V0.357 W I 1 C AAAAA ** 01
7 YOUR CREDIT UNION NAME 123 YOUR CU'S ADDRESS YOURTOWN, USA
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