Address and Email Information

Select the Use Primary check box to use the primary address for member notices and statements. An active address icon will appear on the tab.

Keyword: A1 or AD

Select the Address is Invalid check box to flag the address as invalid when a statement or notice is returned due to an invalid address.

If your credit union uses Member-Level Warnings and Alerts and the System-Generated Alerts check box is selected on the Credit Union Profile - Products & Services tab, Portico will add a system-generated warning message to the member’s Notes, Warning and Alerts grid when the Address is Invalid check box is selected for the primary or alternate address. The system-generated warning message cannot be deleted from the Notes, Warning and Alerts grid. When updates are made to the primary or alternate address, you must clear/uncheck the Address is Invalid check box. If your credit union uses the Demographic Updates feature, Portico will automatically update the check box and delete the warning message. The mailing and delivery of statements or notices are not controlled by the Address is Invalid check box at this time.

Courtesy Pay Note: You can use the Address is Invalid check box with Extended Courtesy Pay. If the Consider Invalid Address check box is selected on the Credit Union Profile – Shares tab, Portico will identify the active address, and then review theAddress is Invalid check box on the Contact Information tab to determine if the member has an invalid address. If deemed invalid, Portico will not use Courtesy Pay funds to authorize debit card transactions and ATM transactions.

Cross Sell and Tracking: You can also use the Address is Invalid check box with Cross Sell and Tracking to remind tellers to ask for a valid address on the account. The Invalid Address attribute on the Member – Update window lets you include or exclude members based on either the primary or alternate Address is Invalid check box on the Contact Information tab.

Reporting Analytics: Invalid Primary Address (Located in Member Information/Member Base subject and Month-end Information/Member Month-end/ME Member Base subject)

Line 1 of the member's primary address. This field cannot contain all blanks.

Length: 24 alphanumeric

Keyword: A1

Line 2 of the member's primary address.

If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field.

For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface.

If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field.

When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared.

The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices.

Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly.

Length: 24 alphanumeric

Keyword: A2

The city where the individual resides.

If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field.

For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface.

If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field.

When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared.

The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices.

Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly.

Length: 18 alphanumeric

Keyword: AC

Click the down arrow to select the correct state abbreviation from the drop-down list.

If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field.

For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface.

If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field.

When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared.

The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices.

Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly.

Keyword: AS

The postal ZIP Code for the address listed. For domestic addresses, the ZIP code must be either 5 or 9 digits. For foreign addresses, the ZIP code can be up to 10 characters.

If the Address is Foreign check box is not selected:

• A valid ZIP Code must be entered without the dash.
• Alpha characters are not allowed.

If the Address is Foreign check box is selected:

• The member ZIP Code field is optional.
• Alpha characters are allowed.

Length: 9 numeric (10 alphanumeric if the Address is Foreign check box is selected.)

Keyword: ZP

Reporting Analytics for Primary Member Address: MBR Zip Code Dash (Located in Member Information/Member Base subject and Month-end Information/Member Month-end/ME Member Base subject)

The country associated with the foreign address.

If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field.

For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface.

If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field.

When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared.

The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices.

Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly.

Reporting Analytics: MBR Country Code (Located in Member Information/Member Base subject and Month-end Information/Member Month-end/ME Member Base subject)

The state or province associated with the foreign address. The State/Province field changes to a drop-down list if the Country drop-down list is Canada or Mexico.

If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field.

For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface.

If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field.

When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared.

The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices.

Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly.

Reporting Analytics: MBR Province Code (Located in Member Information/Member Base subject and Month-end Information/Member Month-end/ME Member Base subject)

Select this check box if the address is foreign.

If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field.

For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface.

If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field.

When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared.

The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices.

Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly.

Keyword: FF

Select this check box to extract the address for standardization. Select the Extract Address for Standardization check box to extract the primary address for standardization from the 505 Report. Using the Address Standardization option(s) saves postage by using U. S. Postal Service (USPS) standardized address information. Portico can run the 505 Report program up to four times per year on the first Friday of March, June, September and December. To take advantage of the savings offered by the USPS, Portico recommends that you schedule to run the 505 Report program at least twice a year. The 505 Report program compares names and addresses from the Contact Information tab to the USPS database. The name and address matches found are standardized and added to each member’s Contact Information tab. Portico provides you with a Coding Accuracy Support System (CASS) Report valid for six months after the 505 Report program runs, which may be used for any member mass mailings during that time. For complete details, refer to the 505 Report documentation.

Keyword: EX

The date that the address was changed. An informational alert will display on the Member Information dialog box when the in-use address is changed today or in the past 45 days.

Reporting Analytics: Primary Addr Last Chg Date (Located in Member Information/Member Base subject and Month-end Information/Member Month-end/ME Member Base subject)

Select this check box to use the postal standardized address instead of the primary address on the member statement.

If the Standardize New Members and Services Addresses check box has been selected in the Products section on the Credit Union Profile - Products & Services tab, the Request USPS icon will appear in the Address group box. Address standardization will occur when an existing address is changed and you click Next or Save/Release on the Member Verification tab. The Address Standardization dialog box will appear displaying the standardized address. If the address entered is identical to the USPS standardized address, an informational pop-up message will appear. If you clicked Next or Save/Release on the Member Verification tab and the address is identical to the USPS standardized address, no message will appear and you will continue with the next step of the New Members & Services workflow.

The standardized delivery address that will print on the member's statement. Portico automatically updates this field when the ZIP+4® Audit Report 505 is produced. The standardized format lets your credit union obtain postal discounts. If you manually maintain the member's address, Portico changes the Standardized Postal Address fields to blank and clears the Use Standardized Address check box.

Keyword: AD

Select the Use Alternate check box to use the alternate address for member notices and statements. Portico will also print the member's alternate address on receipts and envelopes when the Use Alternate check box is selected. An active address icon will appear on the tab.

Select the Address is Invalid check box to flag the address as invalid when a statement or notice is returned due to an invalid address.

If your credit union uses Member-Level Warnings and Alerts and the System-Generated Alerts check box is selected on the Credit Union Profile - Products & Services tab, Portico will add a system-generated warning message to the member’s Notes, Warning and Alerts grid when the Address is Invalid check box is selected for the primary or alternate address. The system-generated warning message cannot be deleted from the Notes, Warning and Alerts grid. When updates are made to the primary or alternate address, you must clear/uncheck the Address is Invalid check box. If your credit union uses the Demographic Updates feature, Portico will automatically update the check box and delete the warning message. The mailing and delivery of statements or notices are not controlled by the Address is Invalid check box at this time.

Courtesy Pay Note: You can use the Address is Invalid check box with Extended Courtesy Pay. If the Consider Invalid Address check box is selected on the Credit Union Profile – Shares tab, Portico will identify the active address, and then review theAddress is Invalid check box on the Contact Information tab to determine if the member has an invalid address. If deemed invalid, Portico will not use Courtesy Pay funds to authorize debit card transactions and ATM transactions.

Cross Sell and Tracking: You can also use the Address is Invalid check box with Cross Sell and Tracking to remind tellers to ask for a valid address on the account. The Invalid Address attribute on the Member – Update window lets you include or exclude members based on either the primary or alternate Address is Invalid check box on the Contact Information tab.

Reporting Analytics: Invalid Alternate Address (Located in Member Information/Member Base subject and Month-end Information/Member Month-end/ME Member Base subject)

Line 1 of the member's alternate address.

Length: 24 alphanumeric

Keyword: A1

Line 2 of the member's alternate address.

If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field.

For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface.

If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field.

When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared.

The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices.

Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly.

Length: 24 alphanumeric

Keyword: A2

The city where the individual resides.

If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field.

For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface.

If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field.

When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared.

The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices.

Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly.

Length: 18 alphanumeric

Keyword: AC

Click the down arrow to select the correct state abbreviation from the drop-down list.

If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field.

For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface.

If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field.

When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared.

The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices.

Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly.

Keyword: AS

The postal ZIP Code for the address listed. For domestic addresses, the ZIP code must be either 5 or 9 digits. For foreign addresses, the ZIP code can be up to 10 characters.

If the Address is Foreign check box is not selected:

• A valid ZIP Code must be entered without the dash.
• Alpha characters are not allowed.

If the Address is Foreign check box is selected:

• The member ZIP Code field is optional.
• Alpha characters are allowed.

Length: 9 numeric (10 alphanumeric if the Address is Foreign check box is selected.)

Keyword: ZP

The country associated with the foreign address.

If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field.

For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface.

If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field.

When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared.

The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices.

Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly.

Reporting Analytics: ALT Country Code (Located in Member Information/Member Base subject and Month-end Information/Member Month-end/ME Member Base subject)

The state or province associated with the foreign address. The State/Province field changes to a drop-down list if the Country drop-down list is Canada or Mexico.

If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field.

For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface.

If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field.

When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared.

The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices.

Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly.

Reporting Analytics: ALT Province Code (Located in Member Information/Member Base subject and Month-end Information/Member Month-end/ME Member Base subject)

Select this check box if the alternate address is foreign.

If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field.

For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface.

For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface.

If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field.

When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared.

The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices.

Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly.

Keyword: FF

The date that the address was changed. An informational alert will display on the Member Information dialog box when the in-use address is changed today or in the past 45 days.

Reporting Analytics: Alt Addr Last Chg Date (Located in Member Information/Member Base subject and Month-end Information/Member Month-end/ME Member Base subject)

The standardized delivery address that will print on the member's statement. Portico automatically updates this field when the ZIP+4® Audit Report 505 is produced. The standardized format lets your credit union obtain postal discounts. If you manually maintain the member's address, Portico changes the Standardized Postal Address fields to blank and clears the Use Standardized Alt Address check box.

If the Standardize New Members and Services Addresses check box has been selected in the Products section on the Credit Union Profile - Products & Services tab, the Request USPS icon will appear in the Address group box. Address standardization will occur when an existing address is changed and you click Next or Save/Release on the Member Verification tab. The Address Standardization dialog box will appear displaying the standardized address. If the address entered is identical to the USPS standardized address, an informational pop-up message will appear. If you clicked Next or Save/Release on the Member Verification tab and the address is identical to the USPS standardized address, no message will appear and you will continue with the next step of the New Members & Services workflow.

Keyword: TD

To support members with seasonal addresses, specify the time period that a member lives at an alternate address in the From and Through date fields. Click the From down arrow to select the beginning date from the pop-up calendar or enter the date in MM/DD/YYYY format. When the date expires, Portico will automatically change the member’s primary address to the active address. For recurring seasonal addresses, you must manually update the dates each year.

Reporting Analytics: Seasonal Address Start (Located in Member Information/Member Base subject and Month-end Information/Member Month-end/ME Member Base subject)

To support members with seasonal addresses, specify the time period that a member lives at an alternate address in the From and Through date fields. Click the Through down arrow to select the ending date from the pop-up calendar or enter the date in MM/DD/YYYY format. When the date expires, Portico will automatically change the member’s primary address to the active address. For recurring seasonal addresses, you must manually update the dates each year.

Reporting Analytics: Seasonal Address Stop (Located in Member Information/Member Base subject and Month-end Information/Member Month-end/ME Member Base subject)

If the email address is required in New Members and Services, the Member has no email address check box appears on the Eligibility Verification - Member Verification tab and Member Information - Contact tab. Select the check box to leave the E-Mail address fields blank. If you select the Member has no email address check box, Portico disables the E-Mail address fields and Default check boxes in New Members and Services.

The member's e-mail addresses. The member can have up to three e-mail addresses listed.

If your credit union generates electronic receipts, Default check boxes appear. Select the Default check box to indicate the default email address that should be used for electronic receipts. If all three Default check boxes are selected as default email addresses, all three email addresses will be used to send the email receipt. At least one Default check box must be selected to send an email receipt.

You can make this a required field in New Members & Services using the Customized Fields window. If the email address is required in New Members and Services, the Member has no email address check box appears on the Eligibility Verification - Member Verification tab and Member Information - Contact tab. Select the check box to leave the E-Mail address fields blank. If you select the Member has no email address check box, Portico disables the E-Mail address fields and Default check boxes in New Members and Services.

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Keyword: EA, E1, and E2