Inquiry: Search for Closed Members

Screen ID:	ICLMST-01
Screen Title:	Search for Closed Members
Panel ID:	4434
Tool Number:	n/a
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This screen will appear when you use "View Closed Members" (F13) on the initial Member Inquiry screen.

Check out the video related to this topic: Searching for Closed Accounts via Inquiry

This screen is the first of several used to perform an inquiry on a membership that has been closed. Enter the Account Base and a Sequence Number to indicate which closed membership you wish to view.

• Sequence Number is used in case a membership was closed, reopened, and then closed again. Each time the membership is closed, a sequence number is assigned (01 for the first time, 02 for the second time, etc.).

Use the Search Criteria fields to look for a membership if the account base number is unknown. Enter a full or partial name, DBA Name, SSN/TIN, Employee ID or Reference number, or the last four digits of the member's credit card and use Enter to search for a list of matching accounts. Select the name in the list and use Enter or Select to continue to the Closed Account Type screen.

• Closed memberships are purged from the system periodically and archived according to your credit union's preferences. Contact a client service representative for information about fees for retaining closed membership files online.

Use the back up arrow to return to the previous screen and search for an existing member.

• NOTE: If you see asterisks on this screen, this is due to the fact that this screen is subject to Privacy Controls.