Updating Member or Account Information
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Screen ID: Screen Title: Panel Number: |
UMBRSL-01 Membership Maintenance/Account Maintenance/Update Trans Description 2441 |
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Access this screen by selecting Tool #15 Update Membership Information (Shortcut: umbr), Tool #20 Update Account Information (Shortcut: acct), or Tool #918 Update Transaction Desc & IRA/HSA Post Codes (Shortcut: desc).
Screen Overview
This initial screen is a starting point for updating either membership information (name, address, etc.) or account information for any of a member's savings, checking, certificate, or loan accounts.
You can enter the member's account number or the SSN/TIN for a member, then use Enter to proceed to the next screen:
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If updating membership information, the initial membership information screen will appear.
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If updating account information, the Account Maintenance screen will appear to allow you to select an individual account suffix.
Access Your Most Previously-Used Accounts
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If you want to access a membership you used recently, enter your employee ID and password, then click the lookup next to the Account # field. The Your Most Recent Accounts Accessed pop-up window will appear. |
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Buttons
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Buttons |
Description |
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Global Search (F11) |
Use this to display the Global Search screen and look up a member or non-member record, or see all of the relationships a person has with your credit union (joint owners, IRA beneficiary, co-borrower, etc.). (Not available through all access points.) |
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Blocked Person (F17) |
Use this to view a view-only version of all of the names in your credit union's configured Blocked Persons/Fraud Alert list. (Not available through all access points.) |