Closing a Membership (1)
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Screen ID: Screen Title: Panel Number: Report Name: |
UCLAC-01 Close Member Accounts 4476 UCLAC |
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This screen appears when “Close Memberships” is selected in the Close Account Processing run sequence.
Helpful Resources
Learn how to close a membership.
Screen Overview
This is the first of two screens used to close an entire membership, including all accounts belonging to that member. Remember that all accounts must have a zero balance in order to be closed. Also, for credit unions that use batch ATM/debit cards, a membership cannot be closed if there is still a Plastics/OTB record attached to the membership.
Type the base account number and choose whether you wish to print a report listing all accounts which were closed. (Change the Print ID as desired.) Use Enter to continue to the second screen.
The Reason Code field is used to enter
one of your credit union's configured codes to indicate why the member
is closing the membership. Click the lookup button 
to see a list of your credit union's configured codes. Please note that
you must chose a reason code in order to close an account. Learn
more in the AnswerBook about how Reason Codes are stored.
· Use Work Checklist (F18) to move to the close membership checklist. This will allow you to “check off” items on the checklist when closing this membership. This checklist can be used by your Member Service team to ensure each member receives the same level of service. (This checklist is also used as the membership checklist for the Open/Closed Dashboard.)
SEE ALSO: Creating Checklists for information on configuring this list. The membership checklist is the checklist associated with the dividend used for your base or 000 account.
Report Sample
Following is a sample of the report generated when the Print Report of Accounts Closed field is set to “Yes”:
