Primary Account Holder
Address Account Number
Shayla Morris
47 S Cedar St 41056483412
Member since Jul 21,
2023 Monthly Statement
Coquille, OR 97423 Period Feb 1, 2025 – Feb
28, 2025
Checking Account -
2093
Current Interest Monthly Interest
Rate1 Paid1
Current Balance
$3.03 0.50% $0.00
Beginning Annual Percentage Yield Year-to-date Interest
Balance Earned1 Paid1
$3.03 0.00% $0.00
as of Feb, 2025
Current balances include the amount of
interest paid.
Transaction Details
Balances below are the total funds resulting from the transaction(s) posted on that day.
Checking Account - 2093
DATE TYPE DESCRIPTION AMOUNT BALANCE
Contact Information
Website Mailing Address Contact Us
www.sofi.com SoFi Bank, N.A. (855) 456-SOFI (7634)
2750 East Cottonwood Parkway
#300 Cottonwood Heights, Utah
84121
1
Interest accrues daily at the funds rate as described in your SoFi Bank Deposit Account Agreement (the “Customer Agreement”) and is paid on the last day of the Statement Period. The
Annual Percentage Yield Earned, as shown on your statement, may reflect account adjustments from previous statement periods.
2
Interest accrues at the same rate on all funds in your SoFi savings accounts, including funds allocated to SoFi Vaults. References to “interest” in connection with any SoFi Vault reflect the
portion of the interest earned on your SoFi savings account in the preceding month which is allocated to the applicable SoFi Vault. The amount of interest allocated to each SoFi Vault
is equal to the proportion of the balance in each SoFi Vault bears to your total SoFi savings account balance.
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Important
Information
SoFi Insured Deposit Program
For participants in the SoFi Insured Deposit Program (the "Program"), if the total cash balances in your Checking and Savings accounts exceed $250,000 or, in the case of a joint account,
$500,000 (each, the "Standard Maximum Deposit Insurance Amount"), and if you have not designated payable on death ("POD") beneficiaries to your Checking and Savings accounts, then
SoFi Bank deposits any cash balances above the respective Standard Maximum Deposit Insurance Amount, up to $2 million (including cash balances retained at SoFi Bank), into deposit
accounts at multiple receiving banks, as set forth in the Program Terms and Conditions, which can be found at https: /www.sofi.com/banking/fdic/terms/ If you have designated POD
beneficiaries to your Checking and Savings accounts, the deposits in your accounts will be insured up to $250,000 for each unique primary beneficiary or, in the case of a joint account, up
to $500,000 for each unique primary beneficiary. If you participate in the Program, SoFi Bank determines the total FDIC insurance coverage for your accounts by multiplying $250,000 by
the number of primary beneficiaries designated for your account or, in the case of a joint account, multiplying $500,000 by the number of primary beneficiaries designated for your account,
and places all of your cash balances that exceed such total into the Program, up to $2 million (including cash balances retained at SoFi Bank). If you have only designated secondary
beneficiaries to your Checking and Savings accounts (i.e., you have no primary beneficiaries designated), then SoFi Bank treats your secondary beneficiaries like primary beneficiaries for
purposes of calculating FDIC insurance coverage and determining the amount of your cash balances that are placed into the Program.
How to Contact Us
You may call us using the phone number on the front of this statement.
Deposit Agreement
When you opened your account, you received the SoFi Bank Deposit Account Agreement (the “Customer Agreement”), which discussed the terms and conditions governing your account, as
well as a fee schedule, a rate sheet and, if applicable, a debit card agreement. You agreed that your account would be governed by these documents as amended from time to time, as
well as any other documents provided to you at account opening or subsequently. Copies of the Customer Agreement, the Fee Sheet and Rate Sheet are available through the SoFi website
www.sofi.com or mobile app.
Questions About Your Statement or Electronic Transfer Errors
You are in the best position to discover errors and unauthorized transactions on your account statement. It is your duty to review your account statements promptly and carefully and
immediately notify us of any errors. If you (a) have questions about your statement, (b) think your statement or receipt is wrong, (c) need more information about a transaction, or (d) think
an electronic transaction (e.g., ATM transaction, direct deposit, withdrawal, or point of sale transaction) is incorrect or unauthorized, please telephone us at 1-855-456-7634 immediately or
write us at SoFi Bank, N.A., 2750 East Cottonwood Parkway #300, Cottonwood Heights, Utah 84121 as soon as possible.
We must hear from you no later than 60 days after we sent the FIRST statement on which the problem or error appeared. We are not liable to you for any damages resulting from an error you
fail to timely report and you agree to not make a claim against us for such damages.
If you write us, please include the following information: (1) Your full name and account number (if any); (2) describe the error, transfer or suspected unauthorized transaction you are
unsure about and explain as clearly as you can, why you believe there is an error or why you need more information; and (3) the dollar amount of any suspected error.
We will investigate your complaint and will correct any error promptly. If we take more than 10 business days to do this, we will credit your account for the amount you think is in error, so
that you will have the use of the money during the time it takes us to complete our investigation.
Reporting Other Problems
You are in the best position to discover errors and unauthorized transactions on your account statement. It is your duty to review your account statements promptly and carefully and
immediately notify us of any errors or concerns.
Interest/Dividends
We are required by law to report annually to you and to the Internal Revenue Service on Form 1099 any taxable interest credited to your account, as well as any taxes withheld. The year-
to-date figures shown on your statement reflect these amounts classified to the best of our current knowledge. However, some payments are subject to reclassification, which will be
reflected on subsequent statements if we are advised of them prior to the end of the calendar year.
2021 SoFi Technologies, Inc.
SoFi Bank, N.A. Member of
SoFi checking and savings accounts are offered through SoFi Bank, N.A., Page 2 of
Member FDIC 2
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