*We will deposit the $50 into the new first-time personal checking account, and the referrer will receive $50 in your current Bell checking account, after the new first-time personal checking account has been active 60 days with either a recurring direct deposit (excludes transfers from another bank) or 10 debit card transactions (point of sale) or a recurring automatic payment. After qualifications are met, bonus will be deposited into account within 5 business days. Limit of one bonus per person and per account. The new customer will receive a 1099-INT form for the $50 deposited to the new account. Referrer will be sent a 1099-MISC form if you receive $600 or more in referral bonuses in a calendar year. $50 minimum deposit to open. This promotion cannot be combined with any other offer.
The 5% ChangeSaver match will be reported to the IRS on Form 1099INT. The annual match limit is $250. You need to be enrolled in ChangeSaver and have your checking and savings account open on the last day of the year to receive your 5% match for the year. If you close either account before the end of the year, matching funds are forfeited.
CardValet is a registered trademark of Fiserv, Inc.