Effective-Dated Account Adjustments (2): Transactions Since Effective Date

Screen ID:  Screen Title:  Panel Number:

TMBADJ-90 Account Review for Effective Dating 3825

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This screen appears after entering account number, transaction type, amount, and other details on the initialEffective-Dated Transfer screen. 

• Refer to the Effective Dating for Member Transactionsbooklet for complete details on using this tool. (NOTE: A PDF version of this booklet will open.)

This screen is just an informational display, showing details about the rates and other details used to calculate the dividend or interest adjustment that the system will be making in the next step. After reviewing this information, use Enter to proceed to the final screen.