Print Verification of Deposit Form

These steps explain how to print a verification of deposit form.

• A verification of deposit form is needed when a third-party such as a mortgage lender requests balance information for a member's accounts. Lenders use this form in loan decisioning.

• Before this form can be printed, it first needs to be configured in CBX. Learn More.

1. Use the steps to View Average Daily Balance.

2. Click Print Misc Mbr Acct Form on the Average Daily Balance Inquiry pop-up.

3. Select the printer on the Print Misc. Member Account Form pop-up.

4. Click the forward arrow.