Add Member Alternate Address

These steps explain how to add a member's alternate address (i.e. winter home, etc.) or secondary address (a street address as opposed to a PO box).

Only one extra address can be recorded for a member, either an alternate mailing address or a secondary/street address, NOT BOTH.
Remember that members can elect to send dividend checks for certificate accounts to their alternate or secondary/street address. If changes are made here, be sure to verify if the member wishes for the change to affect dividend checks. Learn More.
Follow your credit union's fraud-prevention procedures to verify the member's identity prior to changing any personal information.

Launch the Member Inquiry tool by clicking the magnifying glass icon in the top right corner of your home screen.
Input the member's account number on the Member Inquiry search screen.
Click the forward arrow.
- You may need to click the forward arrow again to move past the Member Account Comments pop-up.
Click Name/Address on the menu in the bottom left corner of the Member Inquiry account types screen.
Input your employee ID and password on the Member Name and Address File Maintenance pop-up.
Click the forward arrow.
Click Alternate Address on the Address, DBA, & Other Maintenance screen.
Select either 'Secondary/Street address' or 'Alternate mailing address' beside Address type on the Master Alternate Address Maintenance screen.
- Select 'Secondary/Street address' if the main mailing address on the MASTER record is a PO box, but you would like to record a street address for use in collections efforts or for other purposes.
  1. This address type will not be used for statements or notices or for any other automated mailings.
  2. If a secondary address is in place, main Teller and Inquiry screens will display an indicator reading “2nd Addr.”
- Select 'Alternate mailing address' if you would like the address to be used for statements, notices, and other automated mailings.
  1. This address will also be used for tax forms if it is in effect at the time tax forms are printed. However, if a name is listed here, it will not be used on tax forms. The name on tax forms will still be pulled from the MASTER record to comply with IRS rules.
  2. If an alternate address record exists for a member (regardless of whether it is currently active or not), main Teller and Inquiry screens will display an indicator reading “Alt Addr.”
In the Date range fields, input the date to be used.
- To use the same period every year, input a valid month and day and use '9999' for the year (e.g., 08319999) in both the From and To fields.
- To use this address permanently, input 99999999 in the To field.
In the Name fields, input the name that will appear on mailings sent to the alternate address.
- See note about tax forms under Step 8.
In the Address fields, input the alternate or secondary address.
In the Phone field, input a contact phone number to be used when the member is at the alternate address.
Check the 'Foreign address' box if the address is not a U.S. address. Learn More.
- Puerto Rico and the U.S. Virgin Islands are considered U.S. addresses.
Check the 'Certify address' box if the member's address should be included in your credit union's normal CASS certification process for statement and other mailings.
- This option should be left unchecked only in rare cases where the member's address cannot be reconciled with postal requirements. Learn More
- To match the technique used by CASS Certification, if the member has an apartment/suite number, include both the street address AND the apartment/suite number in the first line of the Address field if it will fit. Otherwise, enter the apartment/suite number in the first line and use the second line for the street address.
Click the forward arrow.