Club Account Transfer Report
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Screen ID: Screen Title: Panel Number: Report Name: |
LTRIND-01 Transfer Indicator Report 919 LTRIND1 |
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Access this screen by selecting Tool #221: Club Transfer Report.
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For complete information, refer to the booklet CU*BASE Club Account Processing.
This report can be run to verify that a correct transfer indicator code has been set up for all club accounts. Enter the club Dividend Application and use Enter to begin generating the report. Any accounts that do not show either a Transfer or a Check indicator must be maintained before the expiration date specified in club configuration.
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
