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INSTITUTIONAL TRIAL APPLICATION FROM: ___________________CHAPTER February 28 Deadline Our purpose is to help highly successful professionals like you make better loan and risk management decisions. By sharing the latest techniques through our chapter meetings, conferences, and round tables, we provide unique opportunities for you to hear the industry's best lenders and risk managers. Our publications and information services will keep you current with the industry's best practices, helping to substantially increase your base of profitable commercial loans and business relationships. This application entitles FIRST TIME MEMBERS up to $2000 off RMA’s Annual Dues. RMA’s fiscal year is 9/1-8/31. You will receive the RMA Journal 10 times a year along with updates on the latest RMA products and services. At the local level you will have full access and invitations to local chapter events. Included with your membership is a copy of RMA’s Annual Statement Studies. Plus throughout the year you will receive special reports/hot topics of interest, which may also be accessed through RMA’s Members-Only Web site. Please complete this form and return it to RMA Member Services, 1801 Market Street, Suite 300, Philadelphia, PA 19103 (Fax 215-446-4101). (Enclose no money, RMA will bill you.) Questions? Please call us at 800-677-7621, prompt #2, or e-mail us at [email protected]. I. Institutional Information (Please Print or Type) Full Institution Name: Address: City: State: Main Phone: ( ) Fax: ( Zip: Institution’s Web Site: ) Type of Institution: Is your institution an affiliate of a holding company? No If yes, name of holding company: City: Yes State Chief Executive Officer (CEO): Financial data as of (12/31 previous year): Total Assets: $ (required) II. Name Your Associates A. Senior Associate Mr. Ms. Mrs. Title (e.g., EVP, SVP, etc.): Last Name: First: MI: Nickname: Business Address (if different than above): City: State: Phone: ( ) Fax: ( ) Zip: E-mail: This section must be completed in order to properly process your application. Which best describes your job function? (Check one only.) Auditor Credit Admin/Department Insurance Regulator/Examiner Securities Lending Underwriter/Analyst CEO/President Credit Policy Officer Loan Review/Administration Relationship Manager/Lender Securities Trader University/Librarian COO/CFO/Managing Director Government Agency Nonbank/Nonfinancial Risk Management Officer Senior Line Manager CPA/Attorney/Appraiser Human Resource/Training Dir. Portfolio Management Officer Secretary/Admin Asst Student Which best describes your area of specialty? (Check one only.) Agricultural Lending Consumer/Retail Banking Custody Healthcare Legal Non-Profit/University Private Banking/Wealth Mgmt All Credit Activity Corporate Office Enterprise Risk International/Global Banking Life/Health Insurance Operational Risk Real Estate Lending Audit Commercial Banking Credit Department Credit Risk Finance Function Funds Management Investment Banking IT Nonbank/Nonfinancial Institution Operations P&C Insurance Sales and Marketing Securities Lending Securities or Fixed Income Trading If (applicable) Previously, I was an RMA Associate with: ______________________ City: ___________________ B. Alternate Associate Mr. Ms. Mrs. Title (e.g., EVP, SVP, etc.): Last Name: First: MI: Nickname: Business Address (if different than above): City: State: Phone: ( ) Fax: ( Zip: ) E-mail: This section must be completed in order to properly process your application. Which best describes your job function? (Check one only.) Auditor Credit Admin/Department Insurance Regulator/Examiner Securities Lending Underwriter/Analyst CEO/President Credit Policy Officer Loan Review/Administration Relationship Manager/Lender Securities Trader University/Librarian COO/CFO/Managing Director Government Agency Nonbank/Nonfinancial Risk Management Officer Senior Line Manager CPA/Attorney/Appraiser Human Resource/Training Dir. Portfolio Management Officer Secretary/Admin Asst Student Which best describes your area of specialty? (Check one only.) Agricultural Lending Consumer/Retail Banking Custody Healthcare Legal Non-Profit/University Private Banking/Wealth Mgmt Securities or Fixed Income Trading All Credit Activity Corporate Office Enterprise Risk International/Global Banking Life/Health Insurance Operational Risk Real Estate Lending Audit Commercial Banking Credit Department Credit Risk Finance Function Funds Management Investment Banking IT Nonbank/Nonfinancial Institution Operations P&C Insurance Sales and Marketing Securities Lending If (applicable) Previously, I was an RMA Associate with: ______________________ City: ___________________ C. Additional Associate Mr. Ms. Mrs. Title (e.g., EVP, SVP, etc.): Last Name: First: MI: Nickname: Business Address (if different than above): City: State: Phone: ( ) Fax: ( Zip: ) E-mail: This section must be completed in order to properly process your application. Which best describes your job function? (Check one only.) Auditor Credit Admin/Department Insurance Regulator/Examiner Securities Lending Underwriter/Analyst CEO/President Credit Policy Officer Loan Review/Administration Relationship Manager/Lender Securities Trader University/Librarian COO/CFO/Managing Director Government Agency Nonbank/Nonfinancial Risk Management Officer Senior Line Manager CPA/Attorney/Appraiser Human Resource/Training Dir. Portfolio Management Officer Secretary/Admin Asst Student Which best describes your area of specialty? (Check one only.) Agricultural Lending Consumer/Retail Banking Custody Healthcare Legal Non-Profit/University Private Banking/Wealth Mgmt Securities or Fixed Income Trading All Credit Activity Corporate Office Enterprise Risk International/Global Banking Life/Health Insurance Operational Risk Real Estate Lending Audit Commercial Banking Credit Department Credit Risk Finance Function Funds Management Investment Banking IT Nonbank/Nonfinancial Institution Operations P&C Insurance Sales and Marketing Securities Lending If (applicable) Previously, I was an RMA Associate with: ______________________ City: ___________________ Institutional Dues* Assets Minimum $50 million $75 million $100 million $150 million $200 million $250 million $300 million $400 million $500 million $600 million $700 million $800 million $900 million $1 billion $1.5 billion $2 billion $2.5 billion $3 billion $4 billion $5 billion $6 billion $7 billion $8 billion Assets Maximum and and and and and and and and and and and and and and and and and and and and and and and under $50 million under $75 million under $100 million under $150 million under $200 million under $250 million under $300 million under $400 million under $500 million under $600 million under $700 million under $800 million under $900 million under $1 billion under $1.5 billion under $2 billion under $2.5 billion under $3 billion under $4 billion under $5 billion under $6 billion under $7 billion under $8 billion under $9 billion Annual Dues** $580 $700 $830 $1,150 $1,470 $1,750 $2,400 $2,500 $2,570 $3,380 $3,600 $3,950 $4,180 $4,300 $4,800 $5,500 $7,400 $8,500 $9,800 $12,100 $13,220 $14,700 $15,280 $15,840 Assets Minimum $9 billion $10 billion $20 billion $30 billion $40 billion $60 billion $80 billion $100 billion $150 billion $200 billion $250 billion $300 billion $350 billion $400 billion $450 billion $500 billion $550 billion $600 billion $650 billion $700 billion $800 billion $900 billion $1 trillion Assets Maximum and and and and and and and and and and and and and and and and and and and and and and and under $10 billion under $20 billion under $30 billion under $40 billion under $60 billion under $80 billion under $100 billion under $150 billion under $200 billion under $250 billion under $300 billion under $350 billion under $400 billion under $450 billion under $500 billion under $550 billion under $600 billion under $650 billion under $700 billion under $800 billion under $900 billion under $1 trillion above Annual Dues** $16,700 $18,120 $20,300 $21,400 $21,900 $22,760 $23,900 $24,500 $26,450 $29,300 $32,260 $35,720 $36,880 $39,770 $42,650 $45,520 $48,400 $51,320 $54,200 $57,600 $63,350 $69,150 $75,000 *The RMA fiscal year is September 1 through August 31. The dues for new institutions joining RMA are prorated in equal twelfths from September 1 through May 14. From May 15, prorated dues for the current fiscal year AND full dues for the upcoming fiscal year will be charged. **Subject to change. Dues scale is approved in June each year.