Secondary Contact Name

Acct Code

Description

Tip for pulling data stored in CBX

969D

Provide the full name of the secondary contact responsible for the Bank Secrecy Act and Customer Identification programs at the credit union.

Note: This Account Code was removed from the software in Sept 2009.

No CBX tip at this time.

Default automation routine is copy prior quarter data. If you do not want the prior quarter data copied for the Account Code, click $images\autopopulate_shg.gif$ and clear out the automation routine.

For more information about the 5300 Call Report Software, open the book.