Printing Misc. Member Account Forms

Screen ID:  LNFPRT-01
Screen Title: Print Misc. Member Account Form
Panel ID: 822
Tool Number: n/a
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Helpful Resources

Visit Show Me the Steps for easy instructions on how to use CU*BASE to complete tasks related to opening/closing memberships/accounts.

For complete information on setting up new account forms and TIS disclosures and linking them to credit union products, refer to the Miscellaneous Member Account Forms booklet.

Screen Overview

This window appears when opening a new account, to allow you to print Miscellaneous Member Account Forms that have been configured to print with that new account type.

To print the form as usual, specify a Printer ID (this will default according to your workstation configuration) and press Enter. Or use F8-Bypass to skip printing this form. This window may appear several times in a row, once for each form tied to the product you are creating.

Masking Account Numbers

Once you’ve configured your form to allow for masking, and you’ve selected the member and form, the Print Form pop-up will allow for you to select to mask, or not mask, the member’s account number, resulting in an account number that will appear as *****00-000, where the zeroes represent the member’s actual final digits and account suffix.