Membership Services: Updating Existing Members/Accounts

Screen ID:

Screen Title:

Panel Number:

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UMBRCTL-02

Membership Services

2424

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This screen will appear when you select Update Membership/Account Info from the drop down menu on the previous Membership Services screen.

This screen provides access to numerous member and account maintenance features. Place a checkmark in one or more of the options (described below), then press Enter or click the Go! button to proceed.

· The Show Records Where This SSN Is Used button will display a screen showing all member, closed member, and/or non-member records in your database that have this same SSN/TIN.

Options

Field Name	Description
Membership information	To update member address and other general membership information. (These are the same screens used when opening the membership, with some additional fields.)
Household	To update household information or change household enrollment.
Joint Owners/ Beneficiaries	To add or change joint owner and/or beneficiary names to this membership.
Marketing clubs	To enroll this member into a new marketing club.
Personal banker services	To work with various personal banker options, such as enrolling for e-statements, bill payment, or ARU/online banking services.
Order checks	If your credit union uses an online check ordering interface (such as to Liberty or Clarke American), check this to proceed to that check ordering system. SEE ALSO: Configuring a Custom Check Ordering Interface
Print misc. member forms	To print any miscellaneous member account form, such as a TIS disclosure or fee schedule.
Credit report	Choose Pull new report to request a new online credit report for this member. Choose View pre-approval/cross sales to view any pre-approvals (decisions) that exist for this member account. (For privacy reasons the actual full credit report is not available via this command.) If no pre-approval exists, the first Cross Sales Tracking screen will appear instead.
Sub-account maintenance	To update specific account information on individual savings, checking, certificate, and loan accounts.
ID authentication inquiry	To view a listing of the ID scans run on the member for Level One authentication to verify consumer information.

Link to ID: http://www.cuanswers.com/doc/gold/gold.htm#2424g.htm