Change Statement Group Code

These steps explain how to change a statement group code.

1. Launch Tool #15 Update Membership Information.

2. Enter the member's account base on the Membership Maintenance pop-up.

3. Click the forward arrow.

4. Click the forward arrow to move past the first Update Membership screen.

   • Click Skip to move past the IRS 1042-S Information pop-up, if it appears.

5. Enter the desired code in the Statement Group field in the left column on the second Update Membership screen.

6. Click the forward arrow.

Learn More

	Learn more about statement group codes.
	Learn how to configure statement mail groups.