- Complete withdrawal form
- Count money after withdrawal
- Activities
- Count coins – Counting actual coins- give student a stack of cards with an amount of cents written on it, and then students need to make that amount with the coins. They can check if they are correct with one of the coin sorters.
- Coin/Dollar matching card games – Recognizing money—match coin/bill to its value
- Money Sorting – Help student put the correct amount of coins in the piggy bank
Grade Level: 8th Grade
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Somerset Regal Bank — Money Management
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Somerset Regal Bank — Following Directions
- Follow proper bank procedures when entering the bank
- Wait in line behind the rope until it is your turn to approach the teller window
- Have your withdrawal form filled out and ready before approaching the teller
- Listen carefully to the teller’s instructions about your transaction
- Wait for the teller to finish counting your money before stepping away from the window
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Somerset Regal Bank — Problem Solving
- Short money for a purchase
Students can do a job to earn extra money - Discrepancies in transactions
Students are given an amount of money different from their withdrawal slip. Encourage students to find solutions and ask for assistance when needed.
- Short money for a purchase
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Somerset Regal Bank — Functional Communication
- Making proper eye contact when speaking to the bank teller
- Greet the teller — say “Hello” or wave when you approach the window
- Communicating your request to the teller: “I would like to make a withdrawal”
- Hand the teller your completed withdrawal form
- Non-verbal option: Point to the amount on the withdrawal form and slide it to the teller
- Say “Thank you” when you receive your money
- Ask questions if you don’t understand something: “Can you help me?” or “How much is this?”
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Somerset Regal Bank — Time Management
- Practice patience while waiting in line for the teller
- Look at how many people are ahead of you and estimate how long the wait will be
- Decide if you have enough time to wait, or if you should come back later
- Use your waiting time productively — review your withdrawal form, count your current money, or plan your next stop in the village
- Understand that some tasks take time, and waiting calmly is an important life skill
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Somerset Regal Bank — Budgeting
- Before withdrawing money, think about what you want to buy in the village today
- Create a simple spending plan: list the stores you want to visit and how much each item costs
- Decide how much money to withdraw based on your spending plan
- Activity: Use a planning worksheet to write down your planned purchases and add up the total
- Understand the difference between “needs” (things you must buy) and “wants” (things you’d like to buy)
- Check if your plan fits within the money you have available
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Somerset Regal Bank — Safety and Security
- Count your money at the teller window to make sure the amount is correct before walking away
- Put your money directly into your wallet before leaving the bank — never carry loose bills
- Keep your wallet in a safe place (front pocket or zipped bag) as you walk through the village
- Do not show your money to others or leave it on a counter
- If you think you received the wrong amount, politely ask the teller to re-count it
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Somerset Regal Bank — Employment
- Sort money into stacks of $12
- Dust and sweep
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Somerset Regal Bank — Independent Living Skills
- Waiting Patiently
Teach patience by simulating scenarios where students need to wait their turn in a line, fostering patience and good manners. - Setting Goals
Encourage students to set short-term and long-term financial goals. This could include saving for a specific item or purpose. - Responsible Ownership
Discuss the importance of keeping track of their money and belongings, including wallets, cards, and deposit receipts. - Organizing Documents
Teach students to keep their withdrawal slips and money organized. - Filling Out Forms
Students are provided with simple withdrawal forms that they need to complete accurately. This teaches them the importance of providing correct information and filling out forms independently.
- Waiting Patiently







