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 the forward arrow (Enter) to proceed to the next screen.

Click the page down arrow and page up arrow to move to more items on the list.

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

Insurance agent	Choose this to print the insurance agent for the first collateral item associated with this loan account.
Insurance expiration date	Choose this to print the insurance expiration date for the first collateral item associated with this loan account.
Last payment amount	Choose this to print the amount of the last payment made on this loan account.
Payoff interest	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print the amount of interest due as of the payoff date. This is pulled from the Payoff Calculator screen when the form is printed.
Payoff as of date	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print the amount of interest due as of the payoff date. This is pulled from the Payoff Calculator screen when the form is printed.
Payoff amount	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print the payoff date on the form. This date will come from the “As Of” date on the Payoff Calculator screen when the form is printed.
Payoff amount	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print a total payoff amount as of the payoff date. This is pulled from the Payoff Calculator screen when the form is printed.
Delinquency fine	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print any delinquency fines owed on the loan. This is pulled from the Payoff Calculator screen when the form is printed.
Insurance rebate	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print the calculated insurance rebate amount as of the payoff date. This is pulled from the Payoff Calculator screen when the form is printed. This applies only to credit unions which utilize the Rule of 78 for calculating insurance rebates.
Daily interest	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print the daily per diem interest amount for this loan.
Escrow balance	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print the balance in the escrow account tied to this loan (if any). IMPORTANT: This amount is NOT subtracted from the balance to calculate the payoff amount. Because of the variables involved in handling escrow funds, payoff of escrow accounts should be handled separately.
# times delinquent	Choose this to print the number of times this loan has been delinquent.
Payment frequency	Choose this to print the payment frequency (Monthly, Quarterly, etc.).
Secured by	Choose this to print the description from the Security Code on this loan account.
Total misc fees for payoff	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print any miscellaneous fees for mortgage or other loan payoffs (365 and 360 interest calc. loans supported.).
Itemized fees for mortgage payoff	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print any itemized fees for mortgage payoff.
(optional lines)	Use these lines to enter a description and a value for up to three additional items. These must be manually entered and maintained by the credit union.
Insurance agent	Choose this to print the insurance agent for the first collateral item associated with this loan account.
Insurance expiration date	Choose this to print the insurance expiration date for the first collateral item associated with this loan account.
Last payment amount	Choose this to print the amount of the last payment made on this loan account.
Payoff interest	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print the amount of interest due as of the payoff date. This is pulled from the Payoff Calculator screen when the form is printed.
Payoff as of date	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print the amount of interest due as of the payoff date. This is pulled from the Payoff Calculator screen when the form is printed.
Payoff amount	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print the payoff date on the form. This date will come from the “As Of” date on the Payoff Calculator screen when the form is printed.
Payoff amount	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print a total payoff amount as of the payoff date. This is pulled from the Payoff Calculator screen when the form is printed.
Delinquency fine	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print any delinquency fines owed on the loan. This is pulled from the Payoff Calculator screen when the form is printed.
Insurance rebate	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print the calculated insurance rebate amount as of the payoff date. This is pulled from the Payoff Calculator screen when the form is printed. This applies only to credit unions which utilize the Rule of 78 for calculating insurance rebates.
Daily interest	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print the daily per diem interest amount for this loan.
Escrow balance	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print the balance in the escrow account tied to this loan (if any). IMPORTANT: This amount is NOT subtracted from the balance to calculate the payoff amount. Because of the variables involved in handling escrow funds, payoff of escrow accounts should be handled separately.
# times delinquent	Choose this to print the number of times this loan has been delinquent.
Payment frequency	Choose this to print the payment frequency (Monthly, Quarterly, etc.).
Secured by	Choose this to print the description from the Security Code on this loan account.
Total misc fees for payoff	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print any miscellaneous fees for mortgage or other loan payoffs (365 and 360 interest calc. loans supported.).
Itemized fees for mortgage payoff	(Used for the PAYOFF and PAYOFM forms only.) Choose this to print any itemized fees for mortgage payoff.
(optional lines)	Use these lines to enter a description and a value for up to three additional items. These must be manually entered and maintained by the credit union.