BASIC SHARE WITHDRAWAL CHECK

 

 

1.         Enter the account number of the member.

 

2.         Press `HOME` to lock in the account.

 

3.         Use the Up Arrow to highlight `Share-Withdrawal/Fees`.

 

4.         Press `HOME` to choose this transaction type.

 

5.         Enter the share type from which the funds are to be withdrawn.  DO NOT PRESS ENTER.

 

6.         Use the Down Arrow to highlight `Share Withdrawal (Check)`.

 

7.         Press `HOME` to choose it.

 

8.         Enter the amount to be withdrawn and press `ENTER`.

 

9.         Press `F11`.

 

10.       The voucher will show Share Withdrawal (Check) and CASH BACK both flashing, indicating that you are about to do these transactions, but they have not yet been entered.

 

11.       The check form will be displayed.  The cursor is in the ‘Check Group` field.  The data to be entered in this field is determined by your individual credit union.

 

This field will probably be the correct setting for your credit union.  If so, press `ENTER`.

 

            If the field is incorrect, type the appropriate code in this field.

 

12.       If the `Check Number` has not been automatically assigned, enter the number of this check in the appropriate field now.

 

If your credit union has set up `XCHECK` to automatically assign check numbers, the cursor will not stop at that field, and you will go on to Step #13.

 

13.       The `Pay To The Order Of` field will already contain the name of the primary member on this account.

                        1) If that is the correct payee for this check, Press `ENTER`.

2) If you need to add something to this field, type the appropriate information then

     press `ENTER`.

3) If you need to make that check payable to a different payee, press the `HOME`

     key to clear the field, type the appropriate information, then press `ENTER`.

 

14.       You can enter anything you wish on the memo line, or leave it blank.  Press `ENTER`.

 

15.       Press `F10` to print the top portion of the check.

 

If the printer is not online or your check is not inserted, or not lined up right, you can insert 

a new check and again press the `F10` key to reprint the check.

 

16.       Press `ESC` and the voucher will be displayed.

 

17.       If you have no other transactions to do for this member, and the `CASH BACK` figure on the voucher DOES indicate the amount of cash you will give to the member, press `F9` to print the voucher.  You may print the voucher on the bottom of the check, or on a voucher form depending upon your credit union’s policy.

 

If you have other transactions to do for this member, press `ESC` and continue with the voucher.