Opening a Safety Deposit Box

Safe Deposit Boxes

New Safety Deposit Boxes

• Open a Transaction work area and search for a member
• Transaction Prompts:
  • Transaction Type: Rental (REN)
  • Rental Category: NEW
  • Rental Options:
    • Search for Branch to see available Rentals
    • Select box beside desired box
  • Payment Options:
    • Select the share the annual payment will pull from
      • This also sets up the scheduled disbursement for the annual payment
    • Enter Key Count: 2
    • Add Person if Applicable – Use the “X” to remove joint owners that map over and will not be on the SDB
  • Add to Ticker
  • Transaction Type: Fee (F)
  • Fee: Safe Deposit Rental Deposit (SR)
  • Share: Select Share Fee will be charged to
  • Amount: $25
  • Add to Ticker
  • POST
• Obtain current IDs for all owners
• Have all owners sign the Safe Deposit Box Contract
  • Ensure that all the owner information maps over correctly
  • Manually fill out information in the Safe Deposit Information Section
• Have owners who will be accessing the box sign the Safe Deposit Box Contract

Accessing Safety Deposit Boxes

When a member comes in to access their safety deposit box, you will need to fill out the Safe Deposit Box Access Record in Keystone and have the member sign.