Issue Corporate Check via Phone Operator

These steps explain how to issue a corporate check in Phone Operator.

• If an eReceipt appears after posting the transaction, have the member sign the signature pad. Then print and save the receipt.

1. Launch Phone Operator by clicking the phone icon on your home screen.

2. Enter the member's account number.

3. Click the forward arrow.

   • You may need to click the forward arrow again to move past the Member Account Comments pop-up.

4. Select the sub-account from which check funds will be withdrawn.

5. Click Check.

6. On the Phone Operator - Checks screen, enter the amount of the check in the Check amount field.

7. In the Pay to the order of field, enter the name and address of the person or company receiving the check.

8. Click the forward arrow to print the corporate check.

9. On the OFAC Name Breakdown screen, click Continue to run an OFAC scan on the payee.

   • Follow your credit union policy on handling OFAC scans.

   • Click Organization Account if the payee is a business/organization.

   • If the verification results in "no hits found" and you click the forward arrow to continue, you'll return to the Phone Operator - Checks screen.

10. Repeat steps 6-9 to print additional checks.

Learn More

Learn more about the Corporate Check screen.

Learn more about the OFAC Scan screen.