CB L2 All Topics Quiz

Froggy Jumps

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Medium level CB L2 topics

Created by

Kristi Bridges

United States

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1	Anonymous September 4, 2026	% 100	03:33
2	Anonymous August 14, 2026	% 100	04:43
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4	Anonymous September 4, 2026	% 97	03:38
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8	Anonymous September 4, 2026	% 94	04:24
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CB L2 All Topics Quiz


Froggy Jumps CB L2 All Topics QuizOnline version Medium level CB L2 topics by Kristi Bridges 1 May a client who forgot the verbal password answer enhanced security questions instead? a No b Yes c Send a code 2 How many enhanced security questions must be asked and answered correctly? a 2 b 3 c Unlimited 3 How many times can a caller guess at a password? a 2 b 3 c Unlimited 4 If this person is on the phone, you don't need RR a FA b POA c TPA 5 The referral type for suspected fraud a Security b Suspicious c Complaint 6 After a contact or EFT update, there's an online security block for how many days? a 30 b 60 c 90 7 Form requests from this group should say "SH Form Request" a 10100 b 01307 c 08226 8 Loan payment must be made by check if ACH bounces a Twice b Once c Three times 9 If a caller can't make a loan payment, they can a Catch up before default b Skip a payment c Call Mama 10 Unpaid loans default after how many days? a 90 b 30 c 60 11 SWD and RMD can pay between the 5th and ____ a 24th b 31st c 25th 12 Hardship withdrawals on Employee money are limited to contributions made after a 1988 b 1982 c 1940 13 In the Transaction History, this code indicates a Forfeiture a FR b VS c ER 14 A request to transfer money to Fidelity requires this a LOA b IRA c FA 15 This "want-to" withdrawal requires 20% mandatory FIT a ERD b Non-ERD c IRA 16 This account allows tax-free withdrawals after 5 years and age 59 1/2 a Roth b 457 c NQDA 17 This type of account has taxable gain, but the cost basis is never taxed again a NQDA b 403b c Roth 18 This type of account has no 10% early distribution penalty a 457 (QDCF) b 403b (TSA) c NQDA 19 Spouses must sign off on all distributions and loans from accounts subject to ___ a REA b ERD c RSVP 20 Beneficiaries pay taxes, but they won't pay the ___% early withdrawal penalty a 10% b 20% c 25% 21 To correct the SSN on an account, submit this form a W9 b W4-R c Ownership change form 22 The Round Trip rule says if 5k leaves the fund, it must wait ___ days before being returned. a 30 b 60 c 35 23 For all clients except those in the State of Florida, the minimum loan is a $1,000 b 50% c $2,000 24 To waive the default withholding on a Non-ERD, complete this form a W4-R b W9 c Withdrawal form 25 A withdrawal that doesn't require hardship a In-service b SFS c Both 26 All or nothing vesting a Cliff b Phased c IPPR 27 Vesting applies to contributions from the a Employer b Employee c Both 28 Payout account referral type a Change Request b Correspondence c Annuitization 29 FAP allows money to be removed at no more than ___% per year unless there's a waiver a 20 b 10 c 5 30 If the GPS is canceled on a group account, it can't be restarted for ___ months a 12 b 6 c 2 31 Market-based accounts that change in value each day a Variable b Fixed c Payout 32 A form generated specifically for the account a Loan Agreement b Withdrawal form c Beneficiary Change 33 New York transfers require this disclosure first a Reg60 b LOA c Post-88 34 Which beneficiary can move the benefit to a personal IRA a Spouse b Son c Anyone 35 Short-term Fixed has a holding period of ___ days a 90 b 30 c 35

CB L2 All Topics Quiz

Froggy Jumps

About this activity

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CB L2 All Topics QuizOnline version

by Kristi Bridges

May a client who forgot the verbal password answer enhanced security questions instead?

How many enhanced security questions must be asked and answered correctly?

How many times can a caller guess at a password?

If this person is on the phone, you don't need RR

The referral type for suspected fraud

After a contact or EFT update, there's an online security block for how many days?

Form requests from this group should say "SH Form Request"

Loan payment must be made by check if ACH bounces

If a caller can't make a loan payment, they can

Unpaid loans default after how many days?

SWD and RMD can pay between the 5th and ____

Hardship withdrawals on Employee money are limited to contributions made after

In the Transaction History, this code indicates a Forfeiture

A request to transfer money to Fidelity requires this

This "want-to" withdrawal requires 20% mandatory FIT

This account allows tax-free withdrawals after 5 years and age 59 1/2

This type of account has taxable gain, but the cost basis is never taxed again

This type of account has no 10% early distribution penalty

Spouses must sign off on all distributions and loans from accounts subject to ___

Beneficiaries pay taxes, but they won't pay the ___% early withdrawal penalty

To correct the SSN on an account, submit this form

The Round Trip rule says if 5k leaves the fund, it must wait ___ days before being returned.

For all clients except those in the State of Florida, the minimum loan is

To waive the default withholding on a Non-ERD, complete this form

A withdrawal that doesn't require hardship

All or nothing vesting

Vesting applies to contributions from the

Payout account referral type

FAP allows money to be removed at no more than ___% per year unless there's a waiver

If the GPS is canceled on a group account, it can't be restarted for ___ months

Market-based accounts that change in value each day

A form generated specifically for the account

New York transfers require this disclosure first

Which beneficiary can move the benefit to a personal IRA

Short-term Fixed has a holding period of ___ days