PREPARING TO VISIT BIRUNGA SACCO MUSANZE This is a preparation worksheet, not an official service application form. Planning date: ____________________ What I want to understand: __________________________________________ 1. DOCUMENTS AND MEMBERSHIP Which documents are needed for what I want to do? Which membership shares and other payments are required? How do they differ? Which rules govern membership and the return of shares? Answers received: ___________________________________________________ 2. USING THE ACCOUNT Which available options fit my purpose? Where and how do deposits and withdrawals work? Are there limits or waiting periods? Who can operate the account? Are there extra requirements for a child or group? Answers received: ___________________________________________________ 3. COSTS AND TERMS What are all the charges and when are they due? Is there a minimum balance? If interest applies, how is it calculated and when is it credited? May I have a copy of the agreement and dated written charges? Answers received: ___________________________________________________ 4. KEEPING TRACK AND GETTING HELP How do I obtain receipts and a statement of account activity? Who can explain an unfamiliar transaction or unclear charge? Which verified channel should I use if I have a problem? Answers received: ___________________________________________________ NEXT STEP What I will do: _____________________________________________________ Date: _______________________________________________________________ What still needs confirmation: ______________________________________ Do not enter a PIN, password or one-time code here. Keep your copy secure. Downloading or completing this file does not send it to the SACCO.