Dormancy and Escheat Configuration

Screen ID: 

Screen Title: 

Panel Number:

UCFGDI-01

Dormant Membership Processing Configuration

1746

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Access this screen by selecting Tool #346: Dormant/Escheat Configuration. Credit Unions can access a view only version of this screen by selecting Tool #950: Dormancy/Escheat Configuration.

  • For complete information on setting up dormancy and escheat settings, as well as monitoring and working your dormant accounts, refer to the Dormancy and Escheat Monitoring booklet.

This is the entry screen used to set up your credit union's rules for handling dormant member accounts, including dormancy fees and escheat settings.  Select a corporation and Select to move to the configuration screen.

Warning: Changing these values may not automatically adjust dormancy/escheat status for existing members. Refer to the booklet for complete details. (See link above.)

NOTE: If you wish to increase or decrease the time periods for either dormancy or escheat, please contact a CU*BASE client service representative to discuss whether or not it will be appropriate to refresh your existing dormancy master file first. Refer to the booklet (use the link below) for complete details on considerations when changing your dormancy parameters.