Certificate Renewal History

Screen ID:	ICDHSTW-01
Screen Title:	Certificate Renewal History
Panel ID:	116
Tool Number:	n/a
		Click here to magnify

This window appears when using RenewHistory (F13) on the Account Detail screen for a certificate account.

This window provides a term-by-term history of the certificate as it was processed by the automatic renewal system. Each time the account is renewed or rolled into a new certificate, a record is added to this history listing.

“Bumped X of XX times” will appear at the top of the screen if the certificate allows that the member to “bump” the CD rate to a more advantageous rate during the term of the certificate. (The number of “bumps” and the total allowed are listed here.

SEE ALSO: Bump Rate Certificates booklet.

NOTE: For certificates that existed prior to July 6, 1998, there will be no Term 1 entry in the renewal history. History will begin with Term 2 after the first renewal is processed following that date.

When done, use Backup (F3) to return to the account detail screen.

Field Descriptions

Field Name	Description
Purchase Date	The date on which the certificate was originally opened.
Original Purchase Amount	The amount originally deposited to open this certificate.
Term	The term sequence number.
CD Type	The CD type for the term.
From	The starting date for the term (when the certificate renewed into this term).
To	The maturity date for the term. The current term will show no “To” date because this is a historical record showing what actually took place, not what is projected.
Starting Face Value	The face value on the certificate when it was initially renewed for this term.
Renewal Rate	The rate used to accrue dividends on this certificate at the time it was renewed for this term. An asterisk (*) indicates this rate included an additional renewal incentive.
Term Div Earned	The total dividends earned and paid to the certificate during the term.