These steps explain how to enroll a member in eStatements. Members can also enroll themselves in eStatements via online banking by hovering over the eStatements button and then clicking Enroll Now.
The member's statement mail code will automatically be updated to 0 when the member is enrolled in eStatements.
Go to the Member Service (MNSERV) menu and select Member Personal Banker.
Enter the member's account number and press Enter.
Press Enter to move past the member reminders screen.
Check the box in front of “E-statements (enroll or change enrollment status).”
Press Enter.
On the E-Statement Member Enrollment screen, select “Receive E-Statement only” from the drop-down list to enroll the member.
Confirm or enter the member’s email address, if required by the credit union. (This is used to send an email notification to the member.) Changes to this field will automatically update the membership record.
If the member’s address is marked as a “wrong” email address, and an email address is required by the credit union, the member will receive a paper statement, regardless of whether the member is enrolled in eStatements.
Enter the current date in the Enrollment date field (or use the calendar).
Press Enter.
Related Topics: Online Services
Refer to CU*BASE online help to learn more about the e-Statement enrollment/unenrollment screen.
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