Difference between revisions of "Spectrum Member Reports"
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h1=Member counts by age and account age.| | h1=Member counts by age and account age.| | ||
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created=2016/09/01| | created=2016/09/01| | ||
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{{SampleContext| | {{SampleContext| | ||
| − | name= | + | name=Totals by ACC and Collateral| |
h1=Created in REPORT. SHARE-FILE Totals by ACC and LOAN-FILE Totals by Col.| | h1=Created in REPORT. SHARE-FILE Totals by ACC and LOAN-FILE Totals by Col.| | ||
h2=SHARE-FILE Totals by ACC counts and totals all open Shares by ACC code.LOAN-FILE Totals by COLLATERAL counts and totals all open Loans by Collateral code.| | h2=SHARE-FILE Totals by ACC counts and totals all open Shares by ACC code.LOAN-FILE Totals by COLLATERAL counts and totals all open Loans by Collateral code.| | ||
link=TOTS-BY-ACC-COL.ctx| | link=TOTS-BY-ACC-COL.ctx| | ||
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h1=Created in REPORT. Displays all Member, Share and Loan level control flags defined on your system| | h1=Created in REPORT. Displays all Member, Share and Loan level control flags defined on your system| | ||
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name=TOTAL-MEMBER-SHARE-LOAN| | name=TOTAL-MEMBER-SHARE-LOAN| | ||
| − | h1=Created in REPORT. Displays the total number and total balance of both SHARES and LOANS per | + | h1=Created in REPORT. Displays the total number and total balance of both SHARES and LOANS per member| |
h2=Displays the total number and total balance of both SHARES and LOANS per member. It will also display the total number of SHAREs and LOANs as well as the total BALANCE for all SHAREs and LOANs for the entire Credit Union. (The report in this context is the same as the SHARE-AND-LOAN-DETAIL report. The method used to create this report is the only difference between the two.)| | h2=Displays the total number and total balance of both SHARES and LOANS per member. It will also display the total number of SHAREs and LOANs as well as the total BALANCE for all SHAREs and LOANs for the entire Credit Union. (The report in this context is the same as the SHARE-AND-LOAN-DETAIL report. The method used to create this report is the only difference between the two.)| | ||
link=TOTAL-MEMBER-SHARE-LOAN.ctx| | link=TOTAL-MEMBER-SHARE-LOAN.ctx| | ||
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name=SHARE-AND-LOAN-DETAIL| | name=SHARE-AND-LOAN-DETAIL| | ||
h1=Created in REPORT. Uses multipass reporting.| | h1=Created in REPORT. Uses multipass reporting.| | ||
| − | h2=The first pass will select all open Shares and create a host file, SHRLNDET. The second REPORT will select all open Loans and append the records to the SHRLNDET file. The final REPORT will report from the SHRLNDET file. This REPORT will display the total number and total balance of both SHARES and LOANS per member. It will also display the total number of SHAREs and LOANs as well as the total BALANCE for all SHAREs and LOANs for the entire Credit Union. | + | h2=The first pass will select all open Shares and create a host file, SHRLNDET. The second REPORT will select all open Loans and append the records to the SHRLNDET file. The final REPORT will report from the SHRLNDET file. This REPORT will display the total number and total balance of both SHARES and LOANS per member. It will also display the total number of SHAREs and LOANs as well as the total BALANCE for all SHAREs and LOANs for the entire Credit Union.| |
link=SHARE-AND-LOAN-DETAIL.ctx| | link=SHARE-AND-LOAN-DETAIL.ctx| | ||
created=2016/09/01| | created=2016/09/01| | ||
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results={{Results_ESCHEAT-REPORT-LT-250|}} | results={{Results_ESCHEAT-REPORT-LT-250|}} | ||
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Latest revision as of 17:57, 23 August 2021
Contents
Member Counts
- Member counts by age and account age.
Sample Report Output
DATE: 08/23/2021 TIME: 9:48 AM Page: 1
Members by Age Groups
[Zero] [Under 16] [16 - 20 ] [21 - 25] [26 - 30] [31 - 35] [36 - 40] [41 - 45] [46 - 50] [51 - 55] [56 - 60] [61 - 70] [71 - 75] [ 76+ ] [Total]
5 0 1 3 1 3 0 2 17 58 42 94 44 96 366
DATE: 08/23/2021 TIME: 9:51 AM Page: 1
Members by Account Age Groups
[ Less Than 1 Year ] [ 1 - 2 Years ] [ 3 - 5 Years ][ 6 - 10 Years ] [ 11 - 20 Years ] [ 21+ Years ] [Total Members]
5 0 0 0 1 360 366
Download Member Counts
Created: 2016/09/01
Totals by ACC and Collateral
- Created in REPORT. SHARE-FILE Totals by ACC and LOAN-FILE Totals by Col.
- SHARE-FILE Totals by ACC counts and totals all open Shares by ACC code.LOAN-FILE Totals by COLLATERAL counts and totals all open Loans by Collateral code.
Sample Report Output
DATE: 05/27/2021 PAGE: 1
TIME: 8:26 AM
Account Summary Report, By ACC Code.
ACC DESC # OF ACCOUNTS BALANCE
1 RSA 328 $11,884,493.94
2 SDA 150 $2,230,379.74
4 HOL 69 $48,077.39
5 VAC 37 $74,302.40
6 IRA 71 $381,215.14
7 BDA 85 $1,745,973.43
14 12I 45 $168,225.52
21 SSA 33 $126,764.35
22 RSA 1 $1,038.50
23 HYA 49 $935,889.12
25 SMC 38 $683,095.28
26 12C 73 $1,355,152.29
27 TYC 10 $121,962.50
32 EMC 7 $2,842.53
90 SPC 31 $12,766,553.51
------------------------------
1,027 $32,525,965.64
DATE: 05/27/2021 PAGE: 1
TIME: 8:32 AM
Account Summary Report, By Collateral Code.
COLL DESCRIPTION # OF LOANS BALANCE
1 PERSONAL 3 $17,714.37
8 REAL ESTATE 2 $13,331.37
9 SHARES 1 $70.40
11 NEW CAR 23 $84,726.28
12 USED CAR 2 $11,341.85
15 MISCELLANEOUS 1 $7,065.90
21 EQUITY LOC 1 $3,344.43
22 LNG TRM 1ST MRTG RE 7 $548,668.35
25 EQUITY LOC 1 $80,000.00
28 HOME EQUITY LOC 2 $142,745.31
30 CLASSIC VISA 28 $29,825.39
31 GOLD VISA 17 $23,969.96
32 FIXED EQUITY LOC 1 $9,316.45
101 PERSONAL 1 $12,470.00
108 REAL ESTATE 1 $140,000.00
109 SHARES 1 $2,825.11
111 NEW CAR 42 $139,253.05
112 USED CAR 3 $28,369.93
122 LNG TRM 1ST MRTG RE 3 $395,792.98
127 HOME EQUITY 3 $57,307.41
129 HOME EQUITY LOC 2 $24,597.77
130 CLASSIC VISA 14 $14,533.69
131 GOLD VISA 20 $7,337.49
400 6 $35,660.47
----------------------------
185 $1,830,267.96
Download Totals by ACC and Collateral
Created: 2016/09/01
FLAG-DESCRIPTION-LIST
- Created in REPORT. Displays all Member, Share and Loan level control flags defined on your system
Sample Report Output
Date: 09/16/2020 Page: 1
Time: 7:44 AM
Flag Description List
Level Level Description Flag# Flag Description
LC Loan Control
21 VARIABLE PYMT LOAN
22 NO LATE NOTICES
23 OPEN END LOAN
24 LINE OF CREDIT LOAN
25 REAL ESTATE LOAN
26 CU LATE NOTICES
27 CREDIT CARD LOAN
31 PRECHARGE OFF IND
32 NO ADVANCE TAKEN YET
LR Loan Restrict
3 O/L INQUIRIES
4 ALL PAYMENTS M,L
5 ALL DISBURSEMNTS M,L
6 ALL ON-LINE ACTIVITY
7 B/O POST EXPT S&L DR
8 B/O S&L DRAFT POST
9 ALL DATA CHANGES
10 ALL ATM USAGE
11 ALL ACTIVITY
12 ALL ACTIVITY
MC Member Control
21 NO MAIL TO MEMBER
22 SEND STATEMNTS TO CU
23 DON'T PRNT ADDR LBLS
24 BAD ADDRESS
25 MONTHLY STATEMENT
26 ATM FLAG
27 PROXY FLAG
28 CREDIT CARD ACCOUNT
29 MEMBER IS DECEASED
30 CAPTURE ATM CARD
31 CHARGED OFF LOAN
32 COLLECTIONS
33 EFT FEES
34 C/O SHARE ACCOUNT(S)
51 NO INFO TO SPOUSE
80 HOME BANKING ON
Download FLAG-DESCRIPTION-LIST
Created: 2016/09/01
MEMBER-TWO-COLUMN-LISTING
- Created in REPORT. Uses multipass reporting and contains 2 REPORTS. Sorts open member accounts
- The first REPORT sorts all open member account numbers in account number order. Each ACCOUNT number will be given an index. The information is sent to a HOST file called MEMORDER. The second REPORT uses the MEMORDER file to report the first 55 ACCOUNTÎs in account order in column 1 and the next 55 ACCOUNTS in account order in column two.
Sample Report Output
Date: 09/16/2020 Page: 1 Time: 9:21 AM Member listing by Account Member Name Account Birth Date Member Name Account Birth Date ---------------------------------------------------------------------------------------------------------------------- STEVE KRYGIER 105 12/15/1965 KYLE MILLER 2973 06/01/1941 JAMES N PADDOCK 207 05/01/1934 THOMAS FINDER 3653 09/05/1939 REBECCA ONEAL 211 08/01/1921 GERALD G GOLF 3757 07/20/1944 DAVID R WALLING 239 05/31/1928 GEORGE M JONES 4061 12/01/1946 KATHY MASON 273 03/24/1927 HARRY BANK 5098 03/01/1923 MIKE RULLINS 318 10/06/1935 STANLEY W JOHNSON 5138 06/01/1945 DONNA OAKLEY 354 02/02/1935 ROBERT SMUCKER 5670 12/20/1954 HENRY MARTIN 394 06/01/1921 BARBARA SMITH 5671 00/00/0000 CYNTHIA O'BRIEN 472 04/01/1921 DUANE F FARGO 6101 12/21/1945 WAYNE DOUGLAS 549 09/01/1931 CAROLYN LERAY 6606 07/24/1944 EDDIE MURPHY 600 09/01/1927 JOHN B MICHEALS 6815 05/01/1936 BRENDA BROWN 601 12/25/1926 ROBERT MICHEALS 6917 06/01/1929 ROBIN WILLIAMS 602 09/02/1927 ROBERT MICHEALS 7189 08/08/1946 JACK JONES 603 02/02/1927 JASON MICHEALS 7212 04/09/1946 ROBIN HOOD 604 09/26/1927 JANE ANDERSON 7228 01/06/1942 GLORIA MARSHALL 605 05/05/1945 JOSEPH L COOK 7280 06/08/1940 WILLIAM CLINTON 606 10/15/1927 DONNA OAKLEY 7297 04/01/1944 DANA JACKSON 607 05/05/1927 RUSSELL D ROBERTS 7421 10/01/1939 JAY LENO 608 10/28/1927 STEVE W ROBERTS 7488 08/01/1949 MYRNA WARREN 609 02/25/1927 HELEN O MILLER 8008 09/01/1924 JUDY COLE 610 05/02/1928 LOUISE M MILTON 8246 09/03/1939 MILTON BERLE 611 07/06/1947 JEFFEREY ROBINSON 8339 00/00/0000 SARAH HARRIS 612 05/25/1927 MARK A POLK 8356 05/01/1955 JOAN BAEZ 613 08/07/1947 ALLAN L POTTER 8592 07/01/1949 MARK EUGENE 614 02/05/1932 JAMES D FRIED 8744 05/01/1947 RUDYARD KIPLING 615 08/07/1947 LEE J PAINE 8927 05/30/1943 CINDY BERCH 616 02/28/1945 LUANNA TIDWELL 9091 09/27/1954 KATHY LEE 617 10/09/1960 CAROL A CLINTON 9092 08/24/1941 GOLDIE HAWN 618 11/10/1959 DENNIS W GRAVES 9125 04/01/1950 JUDY COLLINS 619 02/05/1936 MARY SUMMERFIELD 9994 05/02/1933 BRETT BUTLER 620 12/11/1953 BARRY BENNET 10220 02/07/1952 DAN DORRIS 621 02/25/1952 JACK LAVEE 10597 01/01/1950 BEVERLY HOLLIS 622 09/01/1927 DEBBIE DUNLAP 10897 12/13/1996 ALBERT EINSTEIN 623 09/01/1927 PETE PETERSON 10903 12/16/1950 ANNE DORRIS 624 07/27/1927 ANDY OLSEN 11073 07/24/1939 JAMES RAGAN 625 05/21/1963 FRANKLIN DAVIS 11076 12/02/1956 JOHN WILLIAMS 626 11/30/1960 JEFF TERRELL 11333 02/22/1934 MICHAEL BOLTON 627 12/25/1948 TOMMY JONES 11477 10/06/1945 MARY WHITE 628 05/27/1974 SANDRA CLEMSON 11677 02/12/1963 DAVID TANK 629 05/28/1963 GUY MANIET 12308 08/09/1945 MURIEL HEMMINGWAY 630 09/08/1958 KATHLEEN GARVEY 12416 07/24/1951 DEBORAH PITZER 632 04/25/1940 CHRISTOPHER CIPOLLONE 12535 07/10/1928 JOHN PATTERSON 633 05/27/1956 MIGON CACKETT 12573 09/10/1959 DENNIS STEIGMANN 634 08/06/1947 GARY M CIELE 12639 06/26/1953 JEFFREY J LOVE 635 05/26/1958 ROBERT PAULS 12640 10/12/1961 HAROLD R HANSEN 636 05/26/1962 CLYDE A FRIED 12980 01/02/1953 TIM T ROUDER 637 04/21/1958 NANCY L PLENE 13037 12/28/1951 ALAN J ROSS 638 05/08/1959 JAMES C CIRRIS 14069 11/05/1932 MICHAEL ROLLY 639 07/15/1968 DAVID FREDERRICH 14108 07/23/1956 SILVIA BLACKWELL 641 00/00/0000 WILLARD R CELES 14253 02/06/1945 GUY MORRIS 644 01/01/1927 STEVE R PARKER 14259 07/15/1957 CHRIS MANZUK 1032 12/05/1931 SANDRA K ANSELMO 14442 11/10/1955 NEAL GILLENWATER 1258 11/15/1929 KENT M POLADERD 14490 10/05/1955 EVELYN ANDERSON 2662 04/12/1940 MICHAEL R RANDALL 14766 04/17/1947 TRISH MILLER 2972 05/01/1942 ROBERT J CREADER 15076 10/10/1943
Download MEMBER-TWO-COLUMN-LISTING
Created: 2016/09/01
MULTIPLE-SSN
- Created in REPORT. Uses multipass reporting and contains 2 REPORTS.
- The first pass will select ALL share accounts (open and closed) and outputs those ACCOUNT numbers where not all SSN numbers match. A host file, MULTISSN is created and used in the final Report. The final report displays all of the suffixÎs and SSNÎs for each ACCOUNT.
Sample Report Output
Date: 05/27/2021 Page: 1
Time: 8:41 AM Multiple SSN Report
(Share Records)
Account Member Name Suffix SSN Balance Flag-11 Flag-12
207 JAMES N PADDOCK
00 142-57-8555 180,529.36 0 0
01 542-57-8551 716.79 0 0
10 542-57-8551 5,888.85 0 0
15 542-57-8551 46,364.66 0 0
81 542-57-8551 0.00 80 0
211 REBECCA ONEAL
00 278-41-2794 13,150.47 0 0
15 478-41-2792 6,472.16 0 0
239 DAVID R WALLING
00 240-49-9605 9,569.90 0 0
01 540-49-9602 195.37 0 0
10 540-49-9602 14,014.45 0 0
15 240-49-9605 3,315.41 0 0
273 KATHY MASON
00 140-43-4901 9,395.47- 0 0
10 540-43-4900 104,474.46 0 0
30 140-43-4901 102,358.01 0 0
70 140-43-4901 0.00 0 0
Download MULTIPLE-SSN
Created: 2016/09/01
TOTAL-MEMBERSHIP
- Created in REPORT. Selects all members who have one open SHARE or LOAN.
- Selects all members who have at least one open SHARE or one open LOAN with a balance that is not charged off and then reports all SHAREs and LOANs per member.
Sample Report Output
Date: 05/28/2021 Page: 1
Time: 8:25 AM Total Membership Report
All Open Shares and Loans per Member
Shares Loans
Account Member Name Desc-Abrv SFX Balance Collateral SFX Balance
______________________________________________________________________________________________________
105 STEVE KRYGIER
RSA 00 $1,691.80
SDA 15 $1,146.89
==========================
$2,838.69
207 JAMES N PADDOCK
RSA 00 $180,529.36
SSA 01 $716.79
HYA 10 $5,888.85
SDA 15 $46,364.66
==========================
$233,499.66
239 DAVID R WALLING
RSA 00 $9,569.90 31 98 $1,580.95
SSA 01 $195.37
HYA 10 $14,014.45
SDA 15 $3,315.41
========================== ==========================
$27,095.13 $1,580.95
273 KATHY MASON
RSA 00 $9,395.47- 22 87 $140.15
HYA 10 $104,474.46
SMC 30 $102,358.01
========================== ==========================
$197,437.00 $140.15
Download TOTAL-MEMBERSHIP
Created: 2016/09/01
TOTAL-MEMBER-SHARE-LOAN
- Created in REPORT. Displays the total number and total balance of both SHARES and LOANS per member
- Displays the total number and total balance of both SHARES and LOANS per member. It will also display the total number of SHAREs and LOANs as well as the total BALANCE for all SHAREs and LOANs for the entire Credit Union. (The report in this context is the same as the SHARE-AND-LOAN-DETAIL report. The method used to create this report is the only difference between the two.)
Sample Report Output
Date: 08/23/2021 Page: 1
Time: 9:56 AM
Member Share and Loan Totals
Account Name Shares Loans
Count Total Count Total
105 STEVE KRYGIER 2 2,838.69 0 0.00
207 JAMES N PADDOCK 4 233,499.66 0 0.00
211 REBECCA ONEAL 2 19,622.63 0 0.00
239 DAVID R WALLING 4 27,095.13 1 1,580.95
273 KATHY MASON 3 197,437.00 1 140.15
318 MIKE RULLINS 2 18,814.04 1 520.42
354 DONNA OAKLEY 2 33,722.41 1 520.42
394 HENRY MARTIN 2 36,322.22 1 332.32
472 CYNTHIA O'BRIEN 1 61,206.91 1 666.89
549 WAYNE DOUGLAS 2 36,062.70 1 861.37
600 EDDIE MURPHY 6 60,225.21 3 155,050.55
601 BRENDA BROWN 6 29,850.56 1 5,499.17
602 ROBIN WILLIAMS 6 5,721.74 1 4,646.25
603 JACK JONES 6 22,990.57 1 94.59
604 ROBIN HOOD 6 4,114.64 1 145.68
605 GLORIA MARSHALL 6 5,912.67 1 54.83
Download TOTAL-MEMBER-SHARE-LOAN
Created: 2016/09/01
NO-CHECKING-ACCOUNT
- Created in REPORT. Finds all members who are 18 years of age or older.
- Finds all members who are 18 years of age or older, have a suffix 0 record with a balance that is not closed (rest-flag-11 ne 80) and do not have a checking account (suffix 90).
Sample Report Output
Date: 05/28/2021 Page: 1
Time: 8:46 AM
Members Without a Checking Account
(18 years and older)
Account Name Age Home Phone Address Line 1 City ST Zip
----------------------------------------------------------------------------------------------------------------------------
105 STEVE KRYGIER 55 (541) 348-3749 3501 COLLINS AVE PHILADELPHIA PA 19102
207 JAMES N PADDOCK 87 (206) 555-4782 203 11TH AVE ATLANTA GA 30303
211 REBECCA ONEAL 99 (503) 555-8091 406 2TH AVE DALLAS TX 75225
239 DAVID R WALLING 92 (503) 555-6819 609 3RD AVE DALLAS TX 75225
273 KATHY MASON 94 (581) 532-4070 812 4TH AVE PORTSMOUTH NH 3801
318 MIKE RULLINS 85 (503) 555-9137 1015 5TH AVE DALLAS TX 75225
354 DONNA OAKLEY 86 (503) 555-8614 1218 6TH AVE DALLAS TX 75225
394 HENRY MARTIN 99 (503) 555-3252 1421 7TH AVE PANAMA CITY FL 32413
472 CYNTHIA O'BRIEN 100 (503) 555-1066 106 OLD BAY LANE PORTSMOUTH NH 3801
549 WAYNE DOUGLAS 89 (055) 5 - 1827 9TH AVE PANAMA CITY FL 32413
624 ANNE DORRIS 93 (360) 555-1325 2828 NE EVERETT ST SP 8 PORTSMOUTH NH 3101
625 JAMES RAGAN 58 (541) 258-9898 1490 WILLOW LANE PHILADELPHIA PA 19102
626 JOHN WILLIAMS 60 (407) 555-1212 555 MAIN ST PANAMA CITY FL 32413
628 MARY WHITE 47 (614) 222-5306 200 MAIN ST PANAMA CITY FL 32413
629 DAVID TANK 58 (360) 555-4578 1226 NE COUCH ST CAMAS WA 98607
630 MURIEL HEMMINGWAY 62 (659) 525-8458 5498 BLUEGRASS LANE ACTORVILLE KY 62589-6969
632 DEBORAH PITZER 81 (541) 925-8785 1456 SHERWOOD WAY ALBANY OR 97321-5896
633 JOHN PATTERSON 65 (614) 344-2525 107 JEFFERSON RD PANAMA CITY FL 32413
634 DENNIS STEIGMANN 73 (360) 555-4785 137 JOHNSON RD AMBOY WA 98652
644 GUY MORRIS 94 (503) 555-1124 2030 10TH AVE PANAMA CITY FL 32413
1032 CHRIS MANZUK 89 (503) 555-6739 2233 11TH AVE PANAMA CITY FL 32413
1258 NEAL GILLENWATER 91 (503) 555-1218 742 COLDWATER RD ANCHORAGE AK 99504
2662 EVELYN ANDERSON 81 (503) 555-7241 2562 HIGH CREEK RD PHILADELPHIA PA 19102
2972 TRISH MILLER 79 (503) 555-7190 2908 TUCKER RD PANAMA CITY WA 32413
2973 KYLE MILLER 79 (503) 555-7190 2908 TUCKER RD PANAMA CITY FL 32413
Download NO-CHECKING-ACCOUNT
Created: 2016/09/01
SHARE-AND-LOAN-DETAIL
- Created in REPORT. Uses multipass reporting.
- The first pass will select all open Shares and create a host file, SHRLNDET. The second REPORT will select all open Loans and append the records to the SHRLNDET file. The final REPORT will report from the SHRLNDET file. This REPORT will display the total number and total balance of both SHARES and LOANS per member. It will also display the total number of SHAREs and LOANs as well as the total BALANCE for all SHAREs and LOANs for the entire Credit Union.
Sample Report Output
Date: 05/28/2021 Page: 1
Time: 8:38 AM Member Shares and Loans
Shares Loans
Account Member Name Suffix Balance Suffix Balance
_______________________________________________________________________________________________
105 STEVE KRYGIER
00 1,691.80
15 1,146.89
======================================
2 2,838.69
207 JAMES N PADDOCK
00 180,529.36
01 716.79
10 5,888.85
15 46,364.66
======================================
4 233,499.66
211 REBECCA ONEAL
00 13,150.47
15 6,472.16
======================================
2 19,622.63
239 DAVID R WALLING
00 9,569.90 98 1,580.95
01 195.37
10 14,014.45
15 3,315.41
======================================
4 27,095.13 1 1,580.95
Download SHARE-AND-LOAN-DETAIL
Created: 2016/09/01
CARD-NAMES-GT-19-LONG
- Report every ATM/DEBIT card which will have a name longer than 19 characters.
- Some ATM/DEBIT card processors do not allow for the cardholder
Sample Report Output
DATE: 09/16/2020 PAGE: 1 TIME: 7:40 AM CARD HOLDER NAME GREATER THAN 19 CHARACTERS ACCOUNT ATM CARD NUMBER STATUS TYPE TERM EXP DATE NAME ------------------------------------------------------------------------------------ 19781 00582247000197811516 1 P 36 09/30/99 DEMPSEY W BLODGETT JR 55488 00582247000554881524 1 P 36 04/30/99 ANGELIQUE J SONDERSON ------------------------------------------------------------------------------------ # OF ACCOUNTS: 000000002
Download CARD-NAMES-GT-19-LONG
Created: 2016/09/01
ESCHEAT-REPORT-LT-250
- Escheated Accounts with balance < 250.00.
- When the state-mandated limit on a dormant account is reached, it needs to be escheated to the state. You need to confirm which dormant accounts are eligible for escheating. This report will help you determine which accounts qualify to be escheated. The criteria for this report looks for suffix = 0 and rest-flag-11 <> 80 and rest-flag-12 <> 80 and balance < 250.00 and balance > 0 and escheat-date < user input date.
Sample Report Output
DATE: 09/16/2020 TIME: 7:43 AM PAGE: 1
VITAL SOFT CREDIT UNION
ESCHEAT REPORT
Members with Escheat Dates and
Balance less than 250.00
Prior to
Account Member File Share File Share File Share File
| Account-Sfx | Member Name | Balance | Escheat Date | Last Date | Last Amount | Last Code |
-----------------------------------------------------------------------------------------------------------------------------
| 273-00 | KATHY MASON | $9,395.47- | 09/13/2002 | 09/13/2002 | $222.29- | SHSH |
| 609-00 | MYRNA WARREN | $2.00 | 09/30/2002 | 03/31/1998 | $4,999.00 | SHNU |
| 9091-00 | LUANNA TIDWELL | $100.96 | 10/03/2002 | 09/30/2002 | $50.00 | PTPD |
| 10903-00 | PETE PETERSON | $141.25 | 10/03/2002 | 06/06/2002 | $11.72- | SHSD |
| 11333-00 | JEFF TERRELL | $97.65 | 09/30/2002 | 09/13/2002 | $200.00- | SHWI |
| 19316-00 | WILLIAM M WILSON | $97.86 | 09/13/2002 | 09/13/2002 | $40.00- | ATSW |
| 20993-00 | JEFFREY P ANDER | $517.22- | 09/30/2002 | 09/13/2002 | $300.00- | ATSW |
| 40551-00 | JENNIE RALLES | $43.13 | 05/22/1998 | 05/22/1998 | $5.00 | PTDD |
| 47276-00 | STEVEN W SCHULTZ | $58.66 | 09/13/2002 | 09/13/2002 | $200.00- | ATSW |
| 47285-00 | CHARLENE A REED | $50.08 | 09/26/2002 | 09/26/2002 | $0.08- | SHSD |
| 48952-00 | CHARLES A RICKS | $147.43- | 09/30/2002 | 09/13/2002 | $200.00- | ATSW |
| 50980-00 | RICHARD D SCHWINN | $150.00- | 03/14/1997 | 03/14/1997 | $50.00- | ATSW |
| 52852-00 | DONALD N JONDO JR. | $0.24 | 10/03/1996 | 12/28/1995 | $50.47- | SHJE |
| 54801-00 | GEORGE W HARRIS | $18.83- | 09/13/2002 | 09/13/2002 | $100.00- | ATSW |
| 55285-00 | GREGORY E AGAGG | $0.10 | 11/13/1996 | 11/13/1996 | $51.52- | SHAL |
| 55973-00 | JAMES R CLEAR | $157.60 | 09/27/2002 | 09/13/2002 | $10.00- | ATSW |
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| Total: 16 Total: $9,479.42- |
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Download ESCHEAT-REPORT-LT-250
Created: 2016/09/01
