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Steps to Get Your BIG Money!

Step 1

Gather Information

 

 

  • Must be 18 years old

  • Must have your high school diploma or GED diploma (Transcripts are not acceptable)

  • Must complete and pass the Financial Literacy Course, manageyourebcimoney.org.  You will receive further information from Qualla Financial Freedom.

 

  • YOU MUST WAIT UNTIL ALL THREE REQUIREMENTS HAVE BEEN MET OR YOU ARE 21 YEARS OLD TO APPLY FOR MINOR TRUST FUND.

Step 2

Application Process

 

 

Do not submit your application to the Enrollment Office until you have met the 3 requirements listed above.

 

  • Submit completed, notarized application to withdraw from the Minors Trust Fund. 

  • Submit original or notarized copy of high school diploma/GED diploma

  • Submit Certificate of Completion of the Manage Your EBCI Money

Step 3

Wait for Your Check!

If you meet the requirements listed above and we receive your application between:                   Check will be mailed approximately

  • Jan 1  -  Mar 31                                                                       June 1

  • Apr 1 -  June 30                                                                      September 1

  • July 1-  Sept 30                                                                       December 1

  • Oct 1 – Dec 31                                                                          March 1

Please reload

                    

Click Here to See Requirements! 

 

 

 

Click Here to Take the Online Course!  

Contact Information

 

Minors Fund Application questions may be directed to the Enrollment Office Staff:

 

  • Nakeysha - 828-554-6467                  ●   Melanie - 828-554-6465  

  • Kathie – 828-554-6466                                   ●   Nancy – 828-554-6464

 

Questions pertaining to the Financial Literacy Online Program (manageyourebcimoney.com) & for Financial Guidance:

 

  • Lavita Lambert - 828-554-6939

 

Minors Reserve Fund statement and Fund Balance questions should be directed to:

  • Cindy Chandler – 828-497-7031

 

Minors Reserve Fund Check Distributions and Form 1099 questions may be directed to:

  • Whitney Lowe – 828-497-7059

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other Resources

Things to do with YOUR BIG MONEY

GOOD IDEAS
BAD Ideas

  • Allowing Your friends and family to spend your money. 

  • Paying CASH for a car

  • Blowing all your money on things that will only last 1-5 years.

  • Loaning Money Out

 

  • Buying Your first Home

  • Buying Land

  • Starting Your own business

  • Making Payments on Your first Car

  • Setting goals for your future

  • Keeping your money until  you graduate college

 

Retirement
IRAs and retirement saving plans. For individuals and businesses.

 

Education
Learn about your education savings options and compare different plans.

 

Investments
Learn the basics of stocks, mutual funds, annuities, and fixed-income investments.

 

Edward Jones Advisory Solutions
Discover the benefits of an advisory program that offers professional investment selection, portfolio construction, dynamic threshold rebalancing and ongoing review.

 

Estate Considerations
Access checklists and get answers to frequently asked questions about estates and trusts.

 

Borrowing Solutions
Manage your credit and learn how our borrowing solutions can help.

 

Saving Solutions
We can help with today's needs as much as your plans for tomorrow.
 

 

Spending Solutions
Learn about our debit card, credit card, online bill payment and more.

 

Insurance
Protect yourself with life insurance, long-term care insurance and long-term disability.

 

Trust Management Services

It's never too early to start thinking about the future and security of loved ones. Edward Jones Trust Company can work with you and your tax and legal advisors to develop a strategy best suited for your needs.

 

Services
We offer quick and convenient online account access, e-delivery, bill payment, downloads to personal financial management software, and more.

 

Capital Markets
Resources for our investment banking clients - put experience, size and location to work for your organization.

Saving solutions include:

  • Cash Account

  • Money Market Fund

  • Insured Bank Deposit

  • Systematic Investing Program

  • Dividend and Income Reinvestment

  • Direct Deposit

  • Notaries are available in the Enrollment Office and/or your local financial Bank

  • Direct Deposit is not available for the Minors Trust Fund Checks.

  • Please check your address at the Enrollment Office.  The address on your application to withdraw from the Trust must match the address on file in the Enrollment Office

  • Once you reach the age of 18, you must call with questions concerning your trust account.

  • Early graduates must have a diploma

  • You will automatically begin receiving the per capita distributions the June or December following your 18th birthday and continue thereafter biannually      

WAYS TO INVEST
Big Money TIPS
Ways to Save

EBCI On the Go INFO / T 828*554*6938 / F 828*497*6811 / www.snkanott.wix.com/ebcionthego / © 2014 by Sky Sampson.  Proudly created with Wix.com

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