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Consolidated Account Snapshot: Key Privilege Account Statement

The statement provides account information for Irene and Anthony Mariscotti for the period of May 1-31, 2018. Their checking account had a balance of $58,877.88 as of May 31, with $3,261.59 in deposits and $864.11 in checks paid. The statement also lists details of deposits, checks paid, and contact information.

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0% found this document useful (0 votes)
15 views8 pages

Consolidated Account Snapshot: Key Privilege Account Statement

The statement provides account information for Irene and Anthony Mariscotti for the period of May 1-31, 2018. Their checking account had a balance of $58,877.88 as of May 31, with $3,261.59 in deposits and $864.11 in checks paid. The statement also lists details of deposits, checks paid, and contact information.

Uploaded by

adejumolasamuel3
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 8

Key Privilege

P.O. Box 93885 Account Statement


Cleveland, OH 44101-5885 May 31, 2018

18 T 287 0 EM
IRENE M MARISCOTTI
ANTHONY N MARISCOTTI
378 E MALDEN DR
COAL CENTER PA 15423-1010

Consolidated Account Snapshot


Value on 4/30 Value on 5/31 Change in value
Checking & Savings $57,211.50 $58,877.88 $1,666.38
Investments & Trust 0.00 0.00 0.00
Retirement 0.00 0.00 0.00
Total Assets $57,211.50 $58,877.88 $1,666.38
Total Loans & Credit Balance $0.00 $0.00 $0.00
See Summary of Accounts on page 2 for more information.

How To Contact Us
YOUR RELATIONSHIP MANAGER YOUR LOCAL OFFICE CLIENT SERVICES
GRIMM,SARA NICOLE, (724) 938-2294, [email protected] 256 Third Street (at Liberty Street Toll-Free
CALIFORNIA, PA 15419 1-800-336-4750

VIEW YOUR ACCOUNT


www.key.com

page 1 of 7
Key Privilege
Account Statement
Summary of Accounts May 1 - May 31, 2018

Asset Accounts
Account Last Total Account Value Income Income Details
Checking and Savings number statement value on 5/31 this period year-to-date on page
Key Privilege Checking 7802235783 $57,211.50 $58,877.88 $3.39 $12.75 3

TOTAL ASSETS $57,211.50 $58,877.88 $3.39 $12.75

Current News

page 2 of 7
Key Privilege
Account Statement
Key Privilege Checking IRENE M MARISCOTTI, ANTHONY N MARISCOTTI
Account number: 7802235783
May 1 - May 31, 2018

Account Summary How To Contact Us


Please send inquiries to:
Account No. 7802235783 Balance on 4/30 $57,211.50 P.O. Box 93885
Deposits and other additions 3,261.59 Cleveland, OH 44101-5885, or
Account offered by KEYBANK NATIONAL Checks paid 864.11
ASSOCIATION Call Key Privilege Client Services at:
Debit card/ATM withdrawals 0.00 1-800-336-4750
Account held by Other withdrawals 731.10
IRENE M MARISCOTTI, ANTHONY N MARISCOTTI Balance on 5/31 $58,877.88
Number of days this period 31

Please see the end of this statement for important legal information about this account.

Sweep Investments Summary


FDIC Insured Deposits Market value Market value Interest Interest Allocation Annual %
Description on 4/30 on 5/31 this period this year sweeps in (%) yield earned
Key Privilege Checking $0.00 $0.00 $0.00 $0.00 0 0.00
Investment Account (FDIC) 57,211.50 58,877.88 3.39 12.75 100 0.07
Total FDIC Insured deposits $57,211.50 $58,877.88 $3.39 $12.75

Total Account $57,211.50 $58,877.88 $3.39 $12.75 100%

Activity Detail
Deposits and Other Additions
Date Description Amount
5/8 DIRECT DEPOSIT, YSA YSA REIMB $243.36
5/23 DIRECT DEPOSIT, SSA TREAS 310 XXSOC SEC 2,181.00
5/29 DEPOSIT BRANCH 0287 PENNSYLVANIA 25.00
5/31 DIRECT DEPOSIT, STATE FARM AGENCYCOMP 808.84
5/31 INTEREST PAYMENT 3.39
Total Deposits and Other Additions $3,261.59

page 3 of 7
Key Privilege
Account Statement
IRENE M MARISCOTTI, ANTHONY N MARISCOTTI
Account number: 7802235783
May 1 - May 31, 2018

Activity Detail (continued)


Checks Paid
Number Date paid Amount Number Date paid Amount Number Date paid Amount
2485 5/1 $15.00 2492 5/25 20.00 2500 5/25 20.00
2488* 5/7 20.00 2493 5/10 42.00 2501 5/18 34.00
2489 5/3 331.12 2494 5/29 20.00 2502 5/25 20.00
2490 5/3 200.00 2495 5/11 34.00 2503 5/24 34.00
2491 5/4 34.00 2499* 5/17 39.99
Total Checks Paid $864.11
*Break in check number sequence.

Other Withdrawals
Date Description Charge Amount
5/8 DIRECT WITHDRAWAL, RENAISSANCE DENTRENAISSANC $49.79
5/9 DIRECT WITHDRAWAL, Silver Script Premiums 27.80
5/11 DIRECT WITHDRAWAL, CIGNA-ARLIC PREMIUM 303.96
5/21 E-CHECK# 0000002497 PROPANE SERVICES CHKPAYMT 329.55
5/21 E-CHECK# 0000002498 AARP CHKPAYMT 20.00
Total Other Withdrawals $731.10

Sweep Activity Description Amount


Total sweeps into Investment Account (FDIC) $3,208.41
Total sweeps out of Investment Account (FDIC) $1,545.42
Sweep activity reflects purchases and sales of funds made to cover activity in your Sweep Checking Account. They are shown here as a confirmation of activity. These transactions are not needed to
balance your checkbook.

page 4 of 7
Key Privilege
Account Statement
IRENE M MARISCOTTI, ANTHONY N MARISCOTTI
Account number: 7802235783
May 1 - May 31, 2018

Account Update
Important information regarding changes that pertain to the Disclosure Statement and Terms and Conditions for Electronic Fund Transfer Transactions.

At KeyBank, we are committed to providing you with information regarding changes pertaining to your debit card or ATM card. This notification amends the Disclosure Statement
and Terms and Conditions for Electronic Fund Transfer Transactions you received at the time you opened your Account, as amended.

The following changes will be made to the Disclosure Statement and Terms and Conditions for Electronic Fund Transfer Transactions.

Section 7. CHARGES FOR TRANSACTIONS, TRANSFERS AND OTHER SERVICES


KeyBank ATM Card Charge will be revised by removing the $1.00 monthly KeyBank ATM Card fee assessed if you only possessed a KeyBank ATM Card and not one of
KeyBank’s Debit Mastercards. Assessment of this fee has been discontinued.

Effective May 11, 2018, Card Replacement Charge will be revised by removing the sentence ‘If you request a replacement Card a charge of $5.00 will be assessed.’ The $5.00
Card Replacement Charge will no longer be assessed.

Important Information about Changes to the KeyBank Rewards Program Point Guide

Beginning May 11, 2018, Introductory Bonus Points for Debit Card Transactions, Online Bill Pay, Automated Debit/Credit, and Credit Cards will no longer be printed in the
Rewards Point Guide. KeyBank may offer various Introductory Bonus Point offers from time to time. Consult your local Branch, go to key.com/rewards, or call 1-800-KEY2YOU
for current Bonus Point offers. Automated Debit/Credit transaction points will not be offered for any type of person to person payments effected through the ACH network or any
other processing channel once KeyBank offers a person to person payment service. To review the updated terms and conditions go to key.com/rewards and click on Consumer
Agreements and Disclosures at the bottom of the page.

If you have any questions about any of these changes, please call the phone number on this statement.

Please read and retain this important information with all of your Account opening Agreements and Disclosures. A complete copy of the revised Disclosure Statement and
Terms and Conditions for Electronic Fund Transfer Transactions is available at any local KeyBank branch or online at key.com.

Effective April 30, 2018, KeyBank will no longer offer American Express Travelers Cheques.

page 5 of 7
Key Privilege
Account Statement
Balancing Your Account May 1 - May 31, 2018

Instructions Please examine your statement and paid check information upon receipt. Erasures, alterations or irregularities should be reported
promptly in accordance with your agreement. The suggested steps below will help you balance your account.

1. Update your checkbook: 2. Now that your checkbook is up-to-date,


• Enter checks shown on the statement and not previously entered. complete sections 1, 2, and 3. If final amounts do not agree:
• Deduct items not previously recorded such as loan payments, • Check for recording or arithmetic errors.
automatic transfers to other accounts, interest withholding and service charges. • Make sure all withdrawals and deposits are on your statement.
• Add items not previously recorded such as loan advances from your line of credit, • Review addition and subtraction of entries in your checkbook since you balanced your last statement.
interest earned, and automatic transfers from other accounts. • If there are any discrepancies on your statement notify the bank immediately.

SECTION 1 SECTION 2 SECTION 3


Checks & Withdrawals Outstanding Deposits & Additions Outstanding Statement Balancing
List all checks & withdrawals that are not shown on this statement. List all deposits & additions that are not shown on this statement. Now complete the following steps.

Date Check or withdrawal # Amount Date Deposit # Amount


A. Closing balance
shown on this statement

B. Deposits
and additions outstanding

TOTAL C. Add lines A and B


Total deposits and additions outstanding.
Enter this total in Section 3, Line B.
D. Checks
and withdrawals outstanding

TOTAL E. Subtract Line D from C


Total checks and withdrawals outstanding.
Enter this total in Section 3, Line D. YOUR CHECKBOOK SHOULD NOW BALANCE.

page 6 of 7
Key Privilege
Account Statement
Information About Your Accounts May 1 - May 31, 2018

FDIC INSURED INVESTMENTS FDIC INSURED INVESTMENTS (continued)


FDIC Insured Investments may include: COMMON ELECTRONIC TRANSACTION DESCRIPTIONS:
FDIC Variable Rate Deposit, Cash Asset Plus, balances in the XFER TO SAV -Transfer to Savings Account
FDIC insured sweep options for Key Privilege Checking, Key XFER FROM SAV -Transfer from Savings Account
Privilege Select Checking, Private Banking Sweep Checking and XFER TO CKG -Transfer to Checking Account
money in other checking accounts, savings accounts and XFER FROM CKG -Transfer from Checking Account
Certificates of Deposit. PMT TO CR CARD -Payment to Credit Card
FDIC Insurance Information: ADV CR CARD -Advance from Credit Card
The products set forth in the paragraph above are all eligible for
federal deposit insurance from the FDIC up to the maximum If you are in Bankruptcy: To the extent your original obligation
applicable limit in principal and accrued interest per depositor in was discharged, or is subject to an automatic stay of bankruptcy
each recognized legal capacity (such as individual or joint account). under Title 11 of the United States Code, this statement is for
compliance and/or informational purposes only and does not
PREAUTHORIZED CREDITS AND ELECTRONIC FUNDS constitute an attempt to collect a debt or impose personal
TRANSFERS. liability for such obligation. However, if you have a secured loan,
KeyBank retains rights under its security instrument, including
Preauthorized credits. If you have arranged to have direct the right to foreclose its lien.
deposits made to your account at least once every sixty (60) days
from the same person or company, you can call us at the number
on the first page of your statement to find out if the deposit has
been made.
Questions or errors on electronic funds transfers. If you
have questions on your electronic funds transfers or believe you
find errors with them, please call us at the phone number indicated
on the first page of this statement or write us at the address listed
below *, as soon as you can. We must hear from you within sixty
(60) days after we sent you the statement on which the problem or
error FIRST appeared.

*KeyBank
Customer Disputes
NY-31-17-0128
17 Corporate Woods Blvd
Albany, NY 12211
We will investigate your complaint and will correct any error
promptly. If we take more than ten (10) business days to do this,
we will re-credit your account for the amount you think is in error
so that you will have use of the money during the time it takes us
to complete our investigation.

page 7 of 7

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