Updating Non-Member Information

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Non-Member Maintenance


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Access this screen by selecting Tool #997: Work With Non-Member Database (Shortcut nonmbr).

Check out the video related to this topic: Updating Non-Member Information (More videos below!)

Helpful Resources

Learn how to change non-member information.

Screen Overview

This is the first of two screens used to update general information about a non-member record. Non-member records are used for joint and misc. owners and beneficiaries, IRA beneficiaries, loan co-signers, or any other situation where a non-member has a relationship with your credit union.

Start by entering the type of account Individual (I) or Organization (O) and the non-member's Social Security number. To edit the record, use Enter to proceed to the second screen. Or, to view the record without changing anything, use Inquiry (F10) instead.

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