Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Adding Additional Shares for Existing Members

When wanting to add a share account to an existing membership

Adding Additional Shares for Existing Members

  1. Open a Transaction work area.

  2. Search for the member.

  3. Navigate to Additional Options > Apply For Membership.

  4. In the Type drop-down list, select Additional Savings/Certificate

  5. Select or search for the Channel. For example, if the person is in the branch applying for membership, select Branch.

  6. Click Insert and Work.

    1. If the Application does not pull up automatically – check the bottom of the relationship tree

Applicant Information

  1. Complete the Applicant Information step.

    1. Add Joint/Beneficiary if applicable

    2. Best Practice is to make sure all member information is updated before starting the workflow

    3. Information is updated during the workflow, be sure to click Update Person Records – if not, it only changes this information on the application – it does not update their record.

    1. Blue Arrow Forward to move forward to the next workflow step.

    2. In the Select Account window, click the existing account number in which you want to add a share or share draft.

    3. Click Accept Selected.

Account Share Creation

  1. All existing account defaults, shares, and certificates are displayed.
  2. In the Share Options panel, select the new share to be added to the account. If you are creating a share, you do not need to modify any fields.
  3. If you are creating a certificate share, enter the initial deposit in the Opening Balance field. This is not the deposit; the information is used to dictate the dividend rate.

  4. Click the right blue arrow to move forward to the next workflow step.

Additional Shares Option

  1. If there are no Joint Owners or Beneficiaries being added to share(s) you can blue arrow forward to the next step
  2. If adding a Joint or Beneficiary – click Add Person to all Shares
  3. Select Records: Select the accounts they need to be added to
  4. Select Application Person: Use the dropdown to select the person you added during the the Application Information step
  5. Category: Select Joint Owner or Beneficiary
    1. Joint Owner – CTR – YES / FIDM – YES
    2. Beneficiary – CTR – NO / FIDM – NO

  6. INSERT
  7. Blue Arrow Forward

Documents

  1. Create Documents and Attach Signature
  2. Complete Workflow
    1. Remove Task from Queue unless waiting on signatures