Tiered Service Instant Benefits (2)

Screen ID: 

Screen Title: 

 

Panel Number:

UTSERV-09

Tiered Service Instant Benefits

2977


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Access this screen by pressing Enter from the previous Tiered Service Instant Benefits screen.

This screen and the rest in this section are used to define the benefits associated with belonging to each of the levels.  For each level, indicate which services are to be granted.  Use Enter to record changes and proceed to the next screen.  

Field Descriptions

Field Name

Description

Member-Elected Outside Service Fees

ATM transaction service charge code

For each Tiered Level, enter the configured service charge code that should be used when charging fees for ATM transactions. 

  • NOTE:  Keep in mind that if a member has been assigned a “permanent” ATM service charge code (90-99), Tiered Services will NOT assign a new service charge code when scoring is done.  This is helpful when you wish to grant a member a specific ATM service charge (either manually or through Marketing Clubs) and don’t want it to change each month based on Tiered Service scoring.

Waive OTB balance transfer service charge

Check this box for any level where the member should never be charged your normal fee for OTB Balance Transfer transactions.  Leave the box unchecked to charge fees as usual. 

  • Balance transfers are used to transfer funds from a share account to a third-party credit card, loan or savings account not tracked by CU*BASE.  See the booklet, Tracking ‘Off Trial Balance’ (OTB) Products with CU*BASE for complete details on setting up balance transfers and associated fees.

  • NOTE:  Also keep in mind that if a member has been assigned a “permanent” OTB Balance Transfer service charge code (90-99), Tiered Services will NOT assign a new service charge code when scoring is done.  This is helpful when you wish to grant a member a specific service charge (either manually or through Marketing Clubs) and don’t want it to change each month based on Tiered Service scoring.

Bill payment/ presentment service charge code

For each Tiered Level, enter the configured service charge code that should be used when charging fees for paying bills via bill pay.

  • Keep in mind that if a member has been assigned a “permanent” Bill Payment service charge code (90-99), Tiered Services will NOT assign a new service charge code when scoring is done.  This is helpful when you wish to grant a member a specific Bill Payment service charge (either manually or through Marketing Clubs) and don’t want it to change each month based on Tiered Service scoring.

  • NOTE: This code is actually recorded on the member’s enrollment record in the bill pay enrollment file (BPMAST).  Only regular bill pay (BP) enrollment records will be updated.  This does not apply to business bill pay (BBP), nor to regular or business P2P products (P2P/B2P).

  • Marketing clubs and Tiered Services programs only alter service charge codes configured for bill pay products (BP). Service charge codes for P2P, B2P and BBP will not be updated.

Electronic deposit hold group code

If your credit union has activated the “Member In Good Standing” system to assign special hold parameters for electronic (ATM) deposits, use these fields to enter the configured Electronic Deposit Hold Group code that should be used for each Tiered Level. 

  • For information on using the CU*BASE “Member in Good Standing” feature to set up deposit hold groups for electronic deposits, see the separate Automated Deposit Hold: Understanding Check Holds, Electronic, and Member in Good Standing booklet.

  • NOTE:  Keep in mind that if a member has been assigned a “permanent” Electronic Deposit Hold Group code (90-99), Tiered Services will NOT assign a new service charge code when scoring is done.  This is helpful when you wish to grant a member a specific hold group (either manually or through Marketing Clubs) and don’t want it to change each month based on Tiered Service scoring.

Waive overdraft transfer fee from shares

Check this box for any level where the member should never be charged your normal fee for an overdraft transfer from a share account.  Leave the box unchecked to charge fees as usual. 

Waive overdraft transfer fee from LOC

Check this box for any level where the member should never be charged your normal fee for an overdraft transfer from a line of credit account.  Leave the box unchecked to charge fees as usual.

Waive combined overdraft transfer fee

Check this box for any level where the member should never be charged your normal combined overdraft transfer fee (transfers from multiple accounts).  Leave the box unchecked to charge fees as usual.

Waive eStatement fees

Check this box for any level where the member should not be charged the normal monthly eStatement fees.  Leave the box unchecked to charge fees as usual.

Waive A2A incoming transfer fee

Check this box for any level where the member should never be charged your fee for incoming A2A transfers.  Leave the box unchecked to charge fees as usual.

Waive A2A outgoing transfer fee  

Check this box for any level where the member should never be charged your fee for outgoing A2A transfers.  Leave the box unchecked to charge fees as usual.

Waive fee for special printed statement style

Check this box to waive the fee for any printed statement style (such as the large print style) that the member selects for his or her printed statement. 

For more information, refer to the Printed Statement Styles booklet.

Waive fee for promise deposits

No longer used.

Waive mobile text banking fee

Check if you wish to waive any text banking fees charged to a member.

Learn more about Mobile Text Banking in the booklet Mobile Text Banking.