Case manager self-assessment: Part 3
Use check marks to show whether your answer to each question is “yes,” “no,” or “I don’t know.”
Question Answer
Yes No I don’t
know- I have a savings or checking account at a bank or credit
union, and I use this account (make deposits and
withdrawals regularly). - I have applied for, received, and used a credit card.
- I have applied for and received a loan for a car or a
home. - I have applied for and received a payday loan.
- I have requested my own credit report and reviewed it.
- I track my income and spending.
- I have received a loan from a pawn shop.
- I have used the services of a check cashing business.
- I have had a car or other type of personal property
repossessed for nonpayment. - I have received calls from debt collection agencies.
- I understand my rights and know what to do if I believe a
financial services provider has tried to take advantage of
me. - I receive my earnings from work via a method other than
a paycheck. (Payroll card, direct deposit, or cash, for
example.)