Closing Share Accounts

Screen ID: 

Screen Title: 

Panel Number:

Report Name:

UCLSH-01

Close Other Share Type Accounts

4406

UCLSH


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This screen appears when “Close Accounts” is selected in the Close Account Processing run sequence.

Helpful Resources

Learn how to close a sub-account.

Screen Overview

Use this screen to close an individual account number by suffix. A report can be printed as a record of this procedure, if desired.  (Enter the Printer ID if you wish to change it.) Once the account number and suffix has been entered, use Enter to close the account. The screen is cleared and another account number can be entered. Use the up arrow (F7) when done and all accounts entered will be closed.

Be very careful when using this screen, as there will be no confirmation once the account number has been entered. An account must have a zero balance in order to be closed. If an account has an existing balance, an error message will appear when you attempt to close it.

  • The Reason Code field is used to enter one of your credit union's configured codes to indicate why the member is closing this account. Click the lookup button images\magnifyingglasslookup_shg.gif 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 checklist for this dividend application. This will allow you to “check off” items on the checklist when closing the account. This checklist can be used by your Member Service team to ensure each member receives the same level of service. SEE ALSO: Creating Checklists for information on configuring this list.

Report Sample

Following is a sample of the report generated when the Print Report field is set to “Yes”:

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