Name:

Address:

Email:

Account Holder Name:

Account Number:

Account Type:

Accuracy of Previous Forecasts:

• Excellent

• Good

• Average

• Below Average

• Poor

Consistency in Forecasting Methods:

• Consistent

• Occasionally Consistent

• Inconsistent

Adherence to Budget:

• Always Adheres

• Mostly Adheres

• Occasionally Adheres

• Rarely Adheres

• Never Adheres

Timeliness of Financial Reports:

• Always Timely

• Mostly Timely

• Occasionally Timely

• Rarely Timely

• Never Timely

Communication of Changes in Financial Status:

• Proactive

• Adequate

• Insufficient

• Ineffective