IRA Balance File/Account Transaction Detail Report
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Screen ID: Screen Title: Panel Number: Report Name: |
LIRA-01 IRA Balance File/Account Transaction Detail 728 LIRA |
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Access this screen by selecting Tool #411: IRA Balance File/Acct Trans Detail.
This report shows complete detailed information about a member's balance file and IRA transaction activity. This report is helpful for researching IRA balance file discrepancies and confirming that all transaction activity has been properly coded for tax reporting.
Use this report:
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To watch for errors in IRA contribution codes (i.e. for the previous year)
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To monitor IRA maximum and minimum limits
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To review this information monthly to save you time at year end
Check the “Export report to file” go to the screen where you can choose to create a file that lets you use Member Connect to communicate instantly with these members via email and online banking messages, set up a marketing outreach via mailing labels and selective statement inserts, and track the responses via a telemarketing Tracker. This file will contain account base only. Or choose to export more data to use with CU*BASE Report Builder.
Report Sample
