Alternative Reporting Entity Selection
|
|
| Screen ID: | UCBAER-01 |
| Screen Title: | Alternative Reporting Entity Selection |
| Panel Number: | 5018 |
| Accessed by Tool Number: |
5359 |
Use this screen as an entry point to configuring alternative entries.
Alternative entities allow partners to report to the IRS under an alternate entity (name, address, etc.) other than the credit union. This allows our partners that report under their own subscriber number/Payer TIN to function like a “credit union” on CU*BASE.
These entities are then attached to a loan category. Loans created with this category from that point on report to under the alternative entity.
To add a new entity, use Add (F6) .
To view the details of an existing alternative reporting entity, select the entity and use Select.
To delete an entity, select the entity and Delete. A confirmation window will appear.