Misc. Requests

Related Topics

The Misc. Requests sub-tab lets you delete a member number, change a credit card limit, update a member's counters, and more.

Overview - Misc Requests

The following activities are accessible from the Miscellaneous Requests group box on the Misc. Requests tab.

  • Click the Delete Member Number icon button to display the Member Delete dialog box and delete a member.
  • Click the Fees, Flags, & Counters icon button to display the Fees Flags and Counters dialog box and view a member's credit union-defined fees and counters.
  • Click the Credit Card Information icon button to display the Credit Card Information dialog box and change a member's credit card limit.
  • Click the Relational Information icon button to display the Account Relationships dialog box and record and maintain additional information about a co-owner.
  • Click the Life Savings Insurance icon button to display the Life Savings Insurance dialog box and view a member's life savings insurance.
  • Click the Draft IDs icon button to display the Draft ID Inquiry dialog box and view the list of loan and share draft IDs for the member.
  • Click the Monetary Instruments Counter icon button to display the Monetary Instruments Counters dialog box and view the number of items purchased month-to-date.
  • Click the Non-Member Year End icon button to display the Non-Member Year End dialog box and record interest and dividends for non-members.
  • Click the IRA Beneficiary icon button to display the IRA Beneficiary Distribution List dialog box. If the Overview tab displays the account listing for a deceased member, the IRA Beneficiary Distribution List dialog box will display the distributions for that deceased member. If no member information appears on the Overview tab (no member look-up or non-member look-up), the IRA Beneficiary Distribution List dialog box will display all the distributions for the credit union. Access to the IRA Beneficiary icon button is controlled by the IRAs - IRA Beneficiary Maintenance – View Only permission found in the Teller - Basic, Teller - Advanced, and Member Services – User security groups.