Secondary Names Inquiry

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ISNWF-01

Secondary Names Inquiry

4420


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This screen appears when you use the Secondary Names button on the main Member Inquiry, Phone Software, or Teller Verify Member screens.

Explain how the Secondary Names (SECNAMES) file works to store joint owner names, especially in cases where a membership doesn't really have "joint owners" per se (like a Representative Payee).

Explain the differences between a joint owner and a miscellaneous owner.

This screen shows all secondary names or additional signers (co-borrowers) that are attached to any sub-accounts under this membership.  This includes joint owners, misc. owners, and regular beneficiaries (secondary names links in the SECNAMES table) as well as additional signers (entries in the ADSL table) on loan and LOC accounts.  IRA Beneficiaries are not included in this list because IRA Beneficiaries are stored according to IRA Plan Type, not by individual sub account.  

The label used for "Joint Owner" and "Misc Owner" will vary depending on the Membership Designation code assigned to this membership. For example, instead of “Joint Owner” you might see “Trustee” for a membership flagged as a trust account.  Or instead of "Misc. Owner" you might see "Benef Owner" or "POD."

If a member has been marked as deceased, the Secondary Name will be displayed in blue text.

By default the list will be sorted by first name. This order is helpful if you are talking with a joint owner and want to see all of the accounts to which this particular person has access. Click the column headings to change the sort order (click once for ascending order, again for descending). Use Show SSN/TIN to see a SSN/TIN in place of the birth date (use Show Birth Date to toggle back).  Use Show Comments to see comments about each person's relationship to the primary owner in place of the last four columns (use Show Ownership Type to toggle back).  

To see address and contact information, click the lookup button in front of any name to display the Secondary Names Contact Information screen.

 

Integration between CU*BASE and Your Imaging Solution

This screen has a link to your imaging solution to further integrate with CU*BASE.  

To view the photo ID of a member, joint member, or beneficiary, click on the View button in the ID Action column. A window will open showing the photo ID.  (The View button indicates that the ID on File box has been checked.)  More information on this feature, tips and troubleshooting are available on this topic.

To scan an ID for a member, joint owner or beneficiary, click the Scan button in the ID Action column.  ProDOC will launch with the person's first name, last name and Social Security number pre-populated, ready to scan.  To learn more about scanning a photo ID, refer to the Electronic Documents Photo ID Capture booklet.  Once the ID is scanned, the ID on File (also labeled as Photo ID on File) check boxes will be checked (for all times that the person appears on this screen).  This is the indicator CU*BASE uses to display the Verify My ID button on various Verify Member screens.

Important:  When you click the “Scan” button, the Photo ID check box is automatically checked, regardless of whether you complete the scan.  If for some reason you fail to complete the scan, simply return to the Secondary Name screen, uncheck the Photo ID on File or ID on File box next to that person’s name, and use Update (F5) to reset the indicator.

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#ISNWF-01.htm