Main Menu 1 Account Balances 2 Account History 3 Transfers or Payments 4 Card Services 5 PIN Change 6 Future Dated Transaction

Similar documents
address: Driver license number: Date of birth: Occupation:

Accounting. Training Guide

MONTHLY REPORT FILING DETAILED INSTRUCTIONS

CAREVEST MORTGAGE INVESTMENT CORPORATION Directions for Completing Retraction Requests

HOW TO ENROLL IN A TOUCHNET PAYMENT PLAN

RAMS Deposits FAQs RAMS Action

Checking and Savings Account Application

Payroll Checklists 02/01/2017

AAFMAA CAP FAQs. General Questions:

Mutualised Default Fund

AAFMAA CAP FAQs. Q: What are the requirements for a CAP loan? A: The following items are required to receive a CAP Loan: Eligible military status: o

1. Accounts Payable > Tasks > Transactions > Recurring Bills

Startup for Fund Accounting

Alternative Exam Arrangements

INNES & LOTITO, P.C. CERTIFIED PUBLIC ACCOUNTANTS

Trustee Fiscal Year End Process (Rev. 05/24/2017)

Print this article. Check things off as you collect them, and enter information such as Social Security numbers and cash amounts.

WinStabs- NMR 2019 Explained

HRA s and HSA s GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. AJG.COM G-FORMS\GBS Forms\Template - Word - 1 margins.

Verification Worksheet

TheraManager Help Note

Requirements and Best Practices for Payroll Expense Transfers (PETS)

Working with Foreign Currency-Based Research Funding

Understanding and Running Research Financial Reports in PeopleSoft. Overview... 1

BANK STATEMENT IMPORT (CSV FILE IMPORT)

2018 Healthy Boiler Wellness Incentive Program FAQs

Innovations Fair Registration Instructions for the 2016 Land Conference

W2 Processing Cheat Sheet

Assignment 5 Repetition CSC 121 Spring 2017 P Question 1 all

What to Do Who How to Do It Purchasing Card Procedures: Purchase to Reconciliation

GENERAL LEDGER AND PROJECTS RECONCILIATION

TaxAid. Your Personal Tax Account Filing Your Tax Return

Your Retirement Guide. Employees

STA Conversion Guidelines

Services and Fees This document is current as 7/18/18. Click here for more information on 2018 fee and account updates.

Condominium Authority of Ontario

Services and Fees. This document is current as 12/7/17.

2015 DATA ORGANIZER. First Name and Initial Last Name Social Security Number. (Optional: E-file confirmation will be sent to this address.

DCU Membership Application Checklist

The Exemplar 5 Step Financial Planning Process

Billing Program Billing Information for Agents

Tracey Sopp Head of Accounting and Processing James Duncan, Deputy Chief Executive / Executive Director of Finance. Contents

Dear Customer, Alsalam Alaikum Wa-Rahmat Allah Wa-Barakatuh,

YUM! Brands 401k Plan

1098T FAQs. How do I get the details for the amount in Box 5? o Log into GWEB o Select Student Records and Registration

Collingwood College Events Guidelines

Town of Palm Beach Retirement System. Deferred Retirement Option Plan (DROP) Policies and Information for Participants

Death and Divorce Transfers

Early Payment Offers (EPOs)

Finance Orientation Accounts Payable. Last Updated: March 2, 2012

Insurance Tracking Roll Prep - Job Aid

Booking With RCI Owner Fact Sheet

2. Can you also provide your expected claim volume for conversion (# of claims and history)?

Puerto Rico Treasury Department Finally Grants Relief to Participants Affected by Hurricane Maria

Preparing for Your Early Retirement

Card Holder ACT204. Last Updated 3/11/15

Snap Deposit User Agreement

FAQs What does my insurance cover? What will this event cost? I don t know who my insurer is. How can I find out?

2. Enjoy making delicious, home-cooked meals your family will love by using the products, recipes and grocery lists in your meal kit.

Consent to Request Consumer Report & Investigative Consumer Report Information

FY19 Adopted Budget - Reports Overview

TransUnion ID Solutions Management

Setup Earnings Distribution in Job Data

CORPORATE ONLINE BANKING SERVICE APPLICATION FORM(ENQUIRY ONLY) SECTION 1: ACCOUNT HOLDER S INFORMATION

Understanding Loan Product Advisor s Determination of Total Monthly Debt for Conventional Loans

KINGSTONE COS INC (Name of Issuer)

2017 Funding Application Loan Repayment Assistance Program

Steps toward Retirement

Switch Kit. Inside. Get connected with everything State Bank of Cross Plains personal accounts have to offer. And get back to living.

Bolton Global Capital

Tax Reform Series II: Retirement Plan and IRA Provisions

STRS Advance STRSAD.RPT

Introduction. Escrow arrangement contributions. Pre existing debt payments. Negotiable instrument purchases. Reimbursement of expenses

Payment Options. Created By: Davita Taylor

M o b i l e B a n k i n g CBAI. 37 th Annual Convention. Mobile Banking Joe Oleksak Plante & Moran

o Initial consultation (Purchase or refinance)

GAS AND GROCERY REWARDS PROGRAM TERMS and CONDITIONS

DRAFT AUDITOR S RESPONSIBILITY UNDER AUDITING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA

UNIVERSITY OF NORTH TEXAS. Friday, September 2, 2016 FULL VERSION

RFP KAPT/KHEAA Records Administration and Call Center Services 2018 Questions & Answers

Information Package CAFETERIA 125 PLANS

Instruction Page. Verification of 2014 Income Information for Individuals with Unusual Circumstances

MOBILE BANKING SERVICES END USER AGREEMENT

Setting up the Creative Pension Trust - Moneysoft User Guide

ONLINE BANKING USER GUIDE

Guide to Reporting Income Changes Online

Subject Access Requests

INVOICE NARRATIONS. Ongoing unbilled legal & trustee attendances to date. NB: A detailed breakdown of attendances is available upon request.

Master s College & Seminary Fee Schedule for

ONLINE BANKING AGREEMENT

Lincoln LifeGuarantee UL (2013)

Hawaii Division of Financial Institutions 2019 Renewal Checklist

QUICK GUIDE. Contract Management in LRM

Community Campaign Strategy

Legend The legend, as shown below, contains all of the unique symbols that are important to help you interpret your Degree Works audit.

Staff Separation Checklist

Financial Service Guide and Product Disclosure Statement

Zoning Bylaw Amendment Application

TaxSlayer Basics Guide

2018 NEW BUSINESS CLIENT TAX ORGANIZER

Transcription:

Main Menu 1 Accunt Balances 2 Accunt Histry 3 Transfers r Payments 4 Card Services 5 PIN Change 6 Future Dated Transactin Accunt Balance Menu: Select the Accunt Type 1 Savings 1 I knw the ID f the savings Enter the share ID Lists Available Balance 1 Hear Additinal Infrmatin Available Balance Amunt f Last Depsit Date f Last Depsit Last Transactin Dividend Rate Prir Year Dividends 2 N Additinal Infrmatin needed 2 I dn t knw the ID f the savings Play a list f all shares Press # t select the share when yu hear it Lists Available Balance 1 Hear Additinal Infrmatin Available Balance Amunt f Last Depsit Date f Last Depsit Last Transactin Dividend Rate Prir Year Dividends 2 N Additinal Infrmatin needed 1 I knw the ID f the checking Enter the share ID Lists Available Balance 1 Hear Additinal Infrmatin Current Balance Last Depsit Amunt Last Depsit Date Last Transactin Date 2 I dn t knw the ID f the checking

Play a list f all checking accunts Press # when yu hear the ID yu want Available Balance Amunt f Last Depsit Date f Last Depsit Last Transactin 3 Lan 1 I knw the ID f the lan Enter the ID Lists Current Balance 1 Hear Additinal Infrmatin Payment Amunt Next Payment Amunt Payff Amunt Last Payment Amunt Last Transactin Date Interest Rate YTD Interest Prir Year Interest 2 I dn t knw the ID f the lan Press # when yu hear the ID yu want Lists Current Balance 1 Hear Additinal Infrmatin Payment Amunt Next Payment Amunt Payff Amunt Last Payment Amunt Last Transactin Date Interest Rate YTD Interest Prir Year Interest 4 Credit Card Current balance 1 Hear additinal balance infrmatin Next payment date Minimum payment due Available balance Credit limit 2 Hear balance infrmatin fr a different share 5 Certificate and IRA Available Balance 1 - Hear Additinal Infrmatin Current Balance Last Depsit Amunt

Last Transactin Date Dividend Rate Accunt Histry Menu: (histry items will play in grups f 5) 1 Savings 1 I knw the ID Enter the ID f the share that yu want t hear 1 Depsits 2 All Transactins 4 ATM Transactins 5 Amunt 6 - Date 2 List all share IDs Press # t select the share yu want t hear 1 Depsits 2 All Transactins 4 ATM Transactins 5 Amunt 6 - Date 1 I knw the ID Enter the ID f the checking that yu want t hear 1 Depsits 2 - All Transactins 3 - Withdrawals 4 Cleared Checks 5 ATM Transactins 6 Check Number 7 Amunt 8 - Date 2 List all checking IDs Press # t select the share that yu want t hear 1 Depsits 2 - All Transactins 3 - Withdrawals 4 Cleared Checks 5 ATM Transactins 6 Check Number 7 Amunt 8 - Date 3 Lan 1 - I knw the ID Enter the ID f the lan that yu want t hear 1 Payments

2 All Transactins 4 Amunt 5 Date 2 List all lan IDs Press # t select the lan that yu want t hear 1 Payments 2 All Transactins 4 Amunt 5 Date 4 Certificate and IRA 1 Depsits 2 All Transactins 4 ATM Transactins 5 Amunt 6 Date Transfer and Payments Menu: 1 Funds Transfer 1 Transfer funds immediately Select the type f share the transfer is cming ut f 1 Savings 1 I knw the ID the transfer is cming frm Enter the share ID 1 Transfer funds t anther member s accunt Enter the Accunt number the transfer is ging t Select the type f accunt 1 Share 1 - I knw the ID f the share 2 Transfer funds within yur wn accunt 1 Savings 3 Lans Enter the dllar amunt using the * as the decimal Press 1 if the dllar amunt is crrect Press 2 if the dllar amunt is incrrect A summary f the transfer will play Press 1 if crrect Press 2 if nt crrect 2 Play a list f share IDs Press # when yu hear the share that yu want 1 Transfer funds t anther member s accunt 2 Transfer funds within yur wn accunt 1 Savings

3 Lans Enter the dllar amunt using the * as the decimal Press 1 if the dllar amunt is crrect Press 2 if the dllar amunt is incrrect A summary f the transfer will play Press 1 if crrect Press 2 if nt crrect 1 I knw the ID the transfer is cming frm Enter the share ID 1 Transfer funds t anther member s accunt 2 Transfer funds within yur wn accunt 1 Savings 3 Lans Enter the dllar amunt using the * as the decimal Press 1 if the dllar amunt is crrect Press 2 if the dllar amunt is incrrect A summary f the transfer will play Press 1 if crrect Press 2 if nt crrect 2 Play a list f share IDs Press # when yu hear the share that yu want 1 Transfer funds t anther member s accunt 2 Transfer funds within yur wn accunt 1 Savings 3 Lans Enter the dllar amunt using the * as the decimal Press 1 if the dllar amunt is crrect Press 2 if the dllar amunt is incrrect A summary f the transfer will play Press 1 if crrect Press 2 if nt crrect 2 Payment Menu: 1 Immediate Payment Select the Lan ID fr the payment that yu d like t make 1 I knw the ID Enter the ID Enter the payment amunt using the * as a decimal Select the share type the payment is cming frm 1 Savings Enter the Share ID 1 I knw the ID

2 Play a list f all Share IDs A summary f the payment will play 1 Cnfirm 2 Make changes Cnfirmatin number will be given 2 Play a list f Lan IDs Press # when yu hear the Lan yu want Enter the payment amunt using the * as a decimal Select the share type the payment is cming frm 1 Savings Enter the Share ID 1 I knw the ID 2 Play a list f all Share IDs A summary f the payment will play 1 Cnfirm 2 Make changes Cnfirmatin number will be given 4 - Card Services 1 - Activate a card The member will be transferred t the CO-OP activatin line 2 Deactivate a card r reprt a card lst r stlen 1 I knw the card number Enter the card number Enter the SSN 1 Prcess 2 - Cancel 2 - List all cards Press # when yu hear the card yu want t blck Enter the SSN 1 prcess 2 cancel 3 Rerder a card Transfers the member t the Credit Unin 5 Change PIN Select a new 4 digit PIN Re-enter yur new 4 digit PIN Successful 6 Future Date Transactins Members will hear pending ACH transactins here Select the type f accunt yu wuld like t hear 1 savings 2 checking 3 - lan 4 - certificate and IRA