Updating Non-Member Information

Screen ID:  Screen Title:  Panel Number:

NPNWAC-01 Non-Member Maintenance 5183

Click here to magnify

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.

• Use Global Search to look for a non-member already on file.

• Use the Blocked Person (F17) feature to view a view-only version of your new membership fraud block list for a possible match to this new non-member.  

Overview: Fraud Block Lists   

How does the new membership denial of service fraud block list work?  Is the employee blocked from opening a new membership for the member?  What happens when a match is made to an entry on the new membership denial of service fraud block list?

Additional Video Resources

Check out these additional video resources!

View more collections videos.

Visit the CU*BASE video library.