1. 1 Wednesday October 17, 2012 1

2. 2 1.State Participation 2.Credit Union Agreement Status GM Premium Program TurboTax and Jackson Hewitt 3.Client Support Overview 4.Program Updates GM Sprint Dell Tax Year 2012: TurboTax and Jackson Hewitt 5.Wrap-Up and Reminders

3. 3 Percent of IIA Participating Credit Unions GM PTD Sales as a Percent of Participating Membership Michigan91%Arkansas 6.12% Nebraska71%Vermont 2.60% Idaho69%Wyoming 2.00% Delaware68%Louisiana 1.95% Florida66%Texas 1.94%

4. 4 Percent of Sprint Participating Credit Unions Credit Unions Added Year to Date 2012 Michigan75%Louisiana 26 Hawaii61%Ohio 24 Florida53%Kentucky 22 Delaware43%Illinois 18 Arizona43%Florida 17

5. Check on the status of your credit unions with the League Reports at: http://www.lovemycreditunion.org/Additional_Invest_In_America_Reports_for_Leagues_272.html http://www.lovemycreditunion.org/Additional_Invest_In_America_Reports_for_Leagues_272.html Credit Unions 5 Program Support Continues to Grow!What This Means for Credit Unions 2012 Growth12/119/12IncreaseTotal Auto Sales503,679 Auto2,6172,766149Revenue Generated - 28K/auto$14,103,012,000 Sprint1,5601,787227CU Loans271,381 Member Rewards2,5472,57629Loan Amount - $25K/Loan$6,784,525,000 TurboTax (2011 TY)9551,060105*Member Savings - $750/auto$377,759,250 Over 3,400 supporting credit unions Over one half million members have saved nearly $380M and generated over $6.7B in new auto loans Nearly 1.4M members have saved over $225M with Sprint * Added 8/11 – 12/11

6. 6 Total New TY12 TurboTax Enrollments = 14 accounts Total New TT Promoter/Sweeps Accounts = 9 accounts Total New TT Participant Accounts = 5 accounts Total New TY12 JH Enrollments = 16 accounts Due to Intuit Implementation Schedule, CUs Must Enroll By November 1 st to Participate in the TurboTax Sweepstakes

7. 7 Enhanced Program Enrollments JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberTotal StandardNA 53667020727225 PremiumNA 6368944541911304 Auto category is recovering and new sales are booming. How can we better help you provide discounts to members and capture loans?

8. Due to the growth of the Invest in America program, the Client Support Department has been added to provide our Partner CUs with dedicated staff to support all IIA Products Support Team is responsible for assisting CUs with: – IIA program enrollment/renewal processing – Marketing material request fulfillment – Contact updates – Partner Center assistance – IIA program/promotion optimization – Member service issues Credit Unions needing assistance should use the contact information below – General info: 866-348-2887 or clientsupport@cusolutionsgroup.comclientsupport@cusolutionsgroup.com – Support requests: iiasupport@cusolutionsgroup.comiiasupport@cusolutionsgroup.com 8

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10. Evergreen contract renewed – No significant changes Key program focus continues to be credit union marketing efforts Providing credit unions real-time authorization request data in development Continuing effort to refine privates offers to maximize credit union success Escalations of concerns need to be directed to your NBCs or Drew.Cook@cusolutionsgroup.comDrew.Cook@cusolutionsgroup.com 10

11. 11 We have updated LoveMyCreditUnion.org to reflect the new TruStage branding – Check out our new TruStage landing page on LoveMyCreditUnion.org! Check out our new TruStage landing page on LoveMyCreditUnion.org We are working with CMG to create marketing materials for credit unions

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13. 13 Remind credit unions that have not yet renewed for the 2012-2013 Contract Year (October 1, 2012 through September 30, 2013) that now is the time. Remaining schedule for the 2012-2013 Contract Year statement insert opportunities: January Mailing (12/31/2012 Statement Closing Date) – Requests must be received by 12/1/2012 April Mailing (3/31/2013 Statement Closing Date) – Requests must be received by 3/1/2013 July Mailing (6/30/2013 Statement Closing Date) – Requests must be received by 6/1/2013

14. Sprint is offering the following promotions to members in addition to the 10% Credit Union Member Discount and waived activation fee. Port-in (Switch To Sprint) Promotion Credit union members who transfer from another provider earn a $100 service credit per line when they transfer their number to Sprint Phone Connect Promotion When members replace their home phone service with Sprint Phone Connect, they can enjoy up to $100 in instant savings on a smartphone Employee/Member Referral Promotion Credit union members & employees on Sprint can refer other credit union members & employees to Sprint and each earn a $50 Visa Prepaid Card * Verification of CU membership is required. 14

15. This marks the return of our very successful 2011 promotion and is stackable with the Employee/Member Referral Promotion. When: Runs now through December 31, 2012 What: For a limited time, credit union members who Switch To Sprint from a competitive provider receive a $100 service credit for each newly activated line of service. How: Visit www.LoveMyCreditUnion.org/Sprint for details on the 10% discount* on select monthly services plans & waived activation fee. www.LoveMyCreditUnion.org/Sprint Upon activation: members visit www.sprint.com/promo/iL29171PC within 72 hours of port-in activation to request your service credit.www.sprint.com/promo/iL29171PC The service credit will be applied to the first or second invoice after they have been a Sprint customer for 61 days. It will appear as "Valued Customer Service Credit." * Application of discount requires 2-year contract extension on existing plans. Verification of membership is required at time of activation/upgrade Discount not available on secondary lines for Family and Business Share plans. iPhone is eligible for this promotion. 15

16. When members replace their home phone service with Sprint Phone Connect, they can enjoy up to $100 in instant savings on a smartphone. This promotion is stackable with the Port-In Promotion (both devices must be activated at once by 12.31.12). *Requires a two-year Agreement/activation. Home phone not included. $100 may be used on iPhone. ** Not eligible for the Credit Union Member Discount. 16 When: Runs now through January 10, 2013 What: When members replace their home phone service with Sprint Phone Connect*, they can enjoy up to $100 in instant savings on a smartphone. – Only $19.99/month. Unlimited local and long-distance calling while on the Sprint network. – Free Sprint Phone Connect device; easy start up – Keep your phone number How: Offer only available in Sprint Stores. Members should mention Corporate ID: NACUC_ZZM to claim the discount. Must activate both devices in store on the same account at the same time.

17. For the first time Sprint has developed a dedicated referral program for credit unions and their members. This promotion is available to more than 1.3 million participating employees/members. Referring employees/members must be a current Sprint customers with a credit union discount. This referral promotion is stackable with the Port-In Promotion. When: Runs now through December 31, 2012 What: Refer credit union members or credit union coworkers to Sprint and if they sign up, both will receive a $50 Visa Prepaid Card. Earn up to $250 when five new accounts are referred. (Maximum: five accounts) How: Current Sprint customers with a credit union discount can start referring today using: www.sprint.com/promo/iL1951RRwww.sprint.com/promo/iL1951RR For promotion details visit: www.LoveMyCreditUnion.org/Sprintwww.LoveMyCreditUnion.org/Sprint 17

18. 18 To ensure the continued integrity of this program, members must periodically provide documentation to verify eligibility of credit union membership. New customers are required to fill out a verification form within 30 days of activation. Current customers are required to provide proof of discount eligibility when upgrading their device if it has been 20+ months since their last validation. Members can visit www.sprint.com/verify, and select “fax or upload your verification” where they can complete and upload the form and attach their proof right to the site. Members will be automatically reminded if they forgot to include their proof. Members may also fax their form and their proof of eligibility within 30 days of service activation or new discount application to the Sprint Corporate Accounts Department: 913.523.1987 or toll free: 877.687.8211. Email verification is NOT an option.www.sprint.com/verify Membership proof option must include member’s name with all confidential information blocked out. ● CU check ● Unexpired CU credit/debit card ● ● Current CU statement issued within the last 60 days ● CU membership card ●

19. 19 The annual Sprint marketing incentives are generated from overall member usage – a good reason to keep it in members’ minds. The more the program is taken advantage of, the more members save and the higher the incentives become. Credit union marketing requirements: Promote Sprint service exclusively Include a quarterly statement insert at least once per Contract Year Continuously display Sprint lobby materials Publish approved newsletter articles at least two (2) times per Contract Year Display approved Sprint banner and link on credit union website Additional ways credit unions can keep Sprint growing: statement messaging, posters, team up with local Sprint stores for lobby events, add the discount to benefits of credit union employment.

20. Goals: Establish BizKid$ as the premier financial literacy delivery mechanism for students and increase the awareness of financial literacy concepts to kids nationwide. Over 290 credit unions and leagues/LSCs have collectively raised $13 million in funding over the last five years to support the Biz Kid$ Financial Literacy Initiative. Request to Credit Unions: Allocate just 10 percent of their Invest in America Sprint marketing incentive to Biz Kid$. Their contribution will support an important initiative that brands America’s Credit Unions as a premiere sponsor of teaching consumers about responsible money management. Next Steps: In late October, credit unions will receive additional information on how they can be a part of this exciting effort. They will also have the ability to visit their Scorecard located in the Partner Center of the Invest in America website to obtain an estimate of their 2012 Invest in America Sprint marketing incentive. Additional questions? Please contact Lisa Treat or Nancy Sawicki at 800.262.6285 or InvestinAmerica@CUSolutionsGroup.com, or Danielle Brown at 971.295.6800 or bizkids@ncuf.coop. InvestinAmerica@CUSolutionsGroup.com bizkids@ncuf.coop

21. 21 Tuesday November 13 2012 - 2013 Credit Union Webinars Dates - All Webinars Begin @ 4:00 PM (EST) Attendee URL: https://www.livemeeting.com/cc/cuvillage/join?id=6293895&role=attendhttps://www.livemeeting.com/cc/cuvillage/join?id=6293895&role=attend For Toll Free Audio Call: 1.866.816.1627 Participant Code: 142 429 6183 Tuesday December 11 Tuesday January 8 Tuesday February 12 Tuesday March 12 Tuesday April 9 Tuesday May 14 Tuesday June 11 Tuesday July 9 Tuesday August 13 Tuesday September 10 Tuesday October 8 Tuesday November 12 Tuesday December 10 Attendee URL: Will be sent monthly to leagues/LSCs For Toll Free Audio Call: 1.866.816.1627 Participant Code: 142 429 6183

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23. 23 $50 Savings on New Dell Ultrabooks – Kick start projects & passions with Dell’s extraordinarily slim Ultrabooks – Instant savings – simply use coupon code when placing order – Discount offered thru October 31, 2012 Double Member Discount on Windows 7 Systems – Members receive a double discount when purchasing specified Dell Windows 7 systems – Promotion runs through October 28, 2012 Dell Advantage – Additional Discounts – 5% back in the form of a Dell eGift card on all purchases – Free second day business shipping – Exclusive discount offers for computers, electronics, and accessories

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25. 25 TurboTax & Jackson Hewitt were added to the Invest in America program in January 2011. Over 1,000 credit unions currently offer a TurboTax discount to their members and over 400 accounts offer Jackson Hewitt through the IIA program. Offering both TurboTax & Jackson Hewitt provides a discount to members who prefer to file their taxes online or with the help of a tax professional. Loan Growth Membership and Income Growth Card Growth 25

26. 26 Standard Size and Custom Web Banners HTML E-mail Templates Co-Branded TurboTax Website with Your CU Logo and a Cross-Sell Banner Promoter Federal Discount = $5 off Deluxe/ $10 off Premier/ $15 off Home & Business Members of participating Credit Unions will have a chance to win the TurboTax “Double Your Refund” Sweepstakes 26

27. 27 Theme: Double My Refund Time Period: January 3 – February 28, 2013 Entry Method: Members are automatically entered into the Sweepstakes upon starting a TurboTax return during the Sweepstakes time period (and providing a valid email address). Prizes: Three Grand Prize winners - Double your tax refund (or liability), up to $5K each. Ten $500 each prizes. Management: Intuit and CUSG will completely manage sweepstakes rules and prize distribution. Due to Intuit Implementation Schedule, CUs Must Enroll By November 1 st to Participate in the Sweepstakes

28. 28 CU BenefitsPromoterParticipant Discount: $5 Deluxe/$10 Premier/$15 Home & Business Discount: $5 Federal Deluxe Sweepstakes (Must enroll by November 1, 2012) Co-Branded Site: CU logo and Cross-Sell Banner Web Banners: Custom sizes and formats (upon request) Web Banners: Standard sizes and formats Emails: Co-branded HTML email templates Emails: Optional delivery by CUSG of required HTML emails (upon request) Tracking & Reporting: Unique CU links & visit/unit reports Marketing Requirements (December-April) Post web banner above the fold on CU website home page & online banking throughout the duration of the tax season (December – April) Send two dedicated TurboTax emails to your members: (First email must be sent by 1/26/13 & the second before 4/1/13) Promote TurboTax in newsletters or e-statements by 2/9/13 28

29. 29 1.CUSG funds and provides all marketing collateral: Coupon statement inserts, newsletter articles, email template, etc. 2.Members receive a hard copy coupon via statement insert, in- branch and/or printing a website pdf 3.Members redeem the coupon at a Jackson Hewitt office and receive their discount Sample Co-Branded Coupon 29 CU BenefitsJH Program Discount: $30 discount -OR- $50 Less* than last year Co-branded online coupon with CU logo Printed Material: Free statement inserts & lobby posters Emails: Co-branded HTML email templates Marketing Requirements (December-April) Send free statement inserts to members in Dec or Jan (CU partners that distributed inserts had 4x higher member participation) Host an in-branch tax prep event with a local Jackson Hewitt franchise representative Send HTML email to members by CU or CUSG by 1/29/13 * Offer valid for tax prep fees paid of $150 or more. Proof of last year’s tax prep fee required.

30. 30 One TY12 Tax Webinar Remaining before Sweepstakes Enrollment Deadline: Wednesday, October 24, 2012 @ 3pm ET -OR- Enroll Online Today*: http://www.lovemycreditunion.org/Tax-Services---Updated-2012-909.html * No action required for credit unions that enrolled at the Promoter level last tax season.

31. A report to track league marketing and sales activities for IIA programs – Sprint sales & marketing activity – IIA sales & marketing activity Updated by Leagues Quarterly Available through NBC’s and on the Partner Center in the LSC Resource Center 31 Actions Requested Submit quarterly updates by the 15 th of the month following the end of the quarter using the revised form Updates to be completed on revised Excel Document Updates to be sent to InvestinAmerica@CUSolutionsGroup.comInvestinAmerica@CUSolutionsGroup.com

32. 32 League Conference Calls will be held the 1 st month of each quarter on Wednesday’s at 3pm EST* – January 16, 2013 Access Information – Toll free: +1 (866) 816-1627 – Conference ID: 1177265367 *Attendance required for Leagues Endorsing or Partnering with Big Ticket and Endorsing Member Rewards