Chase the Money: Configure Fee Priorities (1)

Screen ID: 

Screen Title: 

Panel Number:

UCMFP-01

Configure Free Priorities

6387

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Access this screen by selecting the Priority button next to the Chase the money selection for Charge fee to on the previous screen.  You may need to press Enter twice to view the button on the Statement Style Fee configuration.

The member will be charged the Selected Statement style fee in the manner covered in Option 2: Select Chase the Money covered in this topic.

All Dividend Applications, including suspended ones are presented on this screen.  To select a Dividend Application to prioritize it, select the Dividend Application and Prioritize.  A window will appear allow you to enter a number.  All sub-accounts of this Dividend Application will be reviewed for the full amount of the fee, starting with the sub account with the lowest number (101, then 102, for example).

  • All sub-accounts of this Dividend Application will be reviewed for the full amount of the fee, starting with the sub account with the lowest number (101, then 102, for example).  If all sub-accounts of the selected Dividend Application are reviewed and do not supply the fee, then the base share account (000) will not be used to supply the fee unless it is prioritized to (by selecting it as 99 for example.)