Misc Member Account Forms Layout (Loan)

Screen ID:

Screen Title:

Panel Number:

UNAFRM-07

Misc. Member Account Forms Layout

2531

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Access this screen by checking "Loan account details" on the previous Miscellaneous Member Account forms layout screen.

For complete information on using this screen to set up new account forms and TIS disclosures, refer to the Miscellaneous Member Account Forms booklet.

Use this screen to select the loan account details to appear on the Miscellaneous Member Account form you are creating.

Click the page down arrow to move to the second loan account details screen.

This screen is used if you wish to include specific account information at the top of the printed form. This screen is only used when the form relates to either a loan or line-of-credit account type.

Some of the information is member-specific, while other items are taken from your credit union’s system configuration settings. (Use Page Down to see additional field options.) In addition to the generic fields, you may also enter up to 3 of your own field labels and values to include other static information in this section.

Place a checkmark in front of any item you wish to include on the printed form, choose the column (Left or Right) where text should appear, then enter a sequential line number to indicate the order in which the items should be listed. When done, use Enter to proceed to the next screen.

NOTE: When printing a form for a specific loan account, the system will display details from the account record when printing the form. When printing a blank form without any specific member account, these fields will be blank.

Field Descriptions

Field Name	Description
Account number	Choose this to print the account base and suffix.
Date opened	Choose this to print the date (mm/dd/yy) on which the account was originally opened.
Current rate	Choose this to print the rate from the account record.
Current balance	Choose this to print the current balance on the loan account.
Payment amount	Choose this to print the regularly scheduled payment amount. NOTE: If this is a mortgage, the payment amount will also include any escrow due.
Amount due	Choose this to print the total amount due on the loan account, including any past due amount.
Next payment due date	Choose this to print the next payment due date on the loan account.
Past due amount	Choose this to print the total amount that is past due on the loan account.
First payment date	Choose this to print the date on which the first loan payment is due on this account (generally used for new loans only).
Maturity date	Choose this to print the maturity date used when the loan was originally amortized.
Disbursement limit	Choose this to print the original disbursement limit on this loan account.
Make/description 1	Choose this to print the make or primary description for the first collateral item associated with this loan account.
Model/description 2	Choose this to print the model or secondary description for the first collateral item associated with this loan account.
VIN/ID#	Choose this to print the VIN or ID # for the first collateral item associated with this loan account.
Year	Choose this to print the year recorded for the first collateral item associated with this loan account.

Click the page down arrow to move to the second loan account details screen.