Defining the Statement Return Address

The Statement Return Address window lets you maintain the credit union's return address on member statements. To open the Statement Return Address window, under Administration on the Portico Explorer Bar, click Profiles. On the Profiles top menu bar, click System, then click Statement Return Address.

How do I?

Click the Branch down arrow to select the branch number, then click the green arrow. Specify the credit union name and address. Click Save to save the address and close the window. Click Cancel to close the window without saving your changes to the address. Click Delete to delete the address.

To access the Statement Return Address window, users must be assigned to the pre-defined Portico - Profiles - Administrator or Portico - Profiles - View Only security groups or you can add these permissions to a credit union-defined security group using the Security Group Permissions – Update window.

• Portico - System - Menu Option
• Portico - System - Statement Return Address - Menu Option
• Portico - System - Statement Return Address - View Only
• Portico - System - Statement Return Address - Maintain

General Ledger Effects: none

Related Reports:

• Member Statements Report 390/390E
• Share Draft Statements Report 391
• IRA Statements Report 393/393E

Field Help

Field	Description
Branch	Click the Branch down arrow to select the branch number, then click the green arrow. The statement return address for the branch appears. Keyword: BR
Credit Union Name 1	The first line of the credit union name that will appear as the statement return address for the branch. Length: 25 alphanumeric
Credit Union Name 2	The second line of the credit union name that will appear as the statement return address for the branch. Length: 25 alphanumeric
Address Line 1	The first line of the street address that will appear as the statement return address for the branch. Length: 25 alphanumeric
Address Line 2	The second line of the street address that will appear as the statement return address for the branch. Length: 25 alphanumeric
City	The city that will appear as the statement return address for the branch. Length: 18 alphanumeric
State	Click the down arrow to select the state that will appear as the statement return address for the branch.
ZIP	The ZIP code that will appear as the statement return address for the branch. For domestic addresses, the ZIP code must be either 5 or 9 digits. The first five digits equal the ZIP Code. The last four digits are used for the ZIP+4 suffix. A valid ZIP Code must be entered without the dash. Alpha characters are not allowed. Length: 9 numeric

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