Difference between revisions of "Investment Daily Checklist"
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[[Category:Investments]] | [[Category:Investments]] | ||
| − | Renewals | + | == Renewals == |
1. If this is a rollover with no changes, no action is required from you. The system will automatically handle it. If this is a renewal that has a change in terms, without a change in dollar amount prior to maturity, move to Step #2. | 1. If this is a rollover with no changes, no action is required from you. The system will automatically handle it. If this is a renewal that has a change in terms, without a change in dollar amount prior to maturity, move to Step #2. | ||
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* Change In Interest Payment Method (if needed): Click Payment Tab Update Renew pay code to what they want it to be when it renews. | * Change In Interest Payment Method (if needed): Click Payment Tab Update Renew pay code to what they want it to be when it renews. | ||
| + | |||
| + | [[File:Renewals_investments.png]] | ||
* Update the Redemption Method: Click Methods Tab chose the proper Redemption method. | * Update the Redemption Method: Click Methods Tab chose the proper Redemption method. | ||
| + | |||
| + | == Renewals with Partial Redemption == | ||
| + | |||
| + | 1. If this is a renewal where they want to take a partial redemption out at maturity, continue to Step #2. | ||
| + | |||
| + | 2. If this is a renewal that has a change in terms, prior to maturity, move to Step #3. If there is no change in terms except for the withdraw, move to Step #6. | ||
| + | |||
| + | 3. Go to Financial Services>Investments>Transactions>210 Investment Maintenance. | ||
| + | |||
| + | 4. Enter the Investment Number and Click Find (or Enter on your Keyboard). | ||
| + | |||
| + | 5. Update the record & Click Save: | ||
| + | |||
| + | * Change In Interest Payment Method (if needed): Click Payment Tab>Update Renew pay code to what they want it to be when it renews. | ||
| + | |||
| + | * Update the Redemption Method: Click Methods Tab>chose the proper Redemption method. | ||
Revision as of 12:08, 22 June 2020
Overview
Renewals
1. If this is a rollover with no changes, no action is required from you. The system will automatically handle it. If this is a renewal that has a change in terms, without a change in dollar amount prior to maturity, move to Step #2.
2. Go to Financial Services Investments Transactions 210 Investment Maintenance.
3. Enter the Investment Number and Click Find (or Enter on your Keyboard).
4. Update the record:
- Change In Interest Payment Method (if needed): Click Payment Tab Update Renew pay code to what they want it to be when it renews.
- Update the Redemption Method: Click Methods Tab chose the proper Redemption method.
Renewals with Partial Redemption
1. If this is a renewal where they want to take a partial redemption out at maturity, continue to Step #2.
2. If this is a renewal that has a change in terms, prior to maturity, move to Step #3. If there is no change in terms except for the withdraw, move to Step #6.
3. Go to Financial Services>Investments>Transactions>210 Investment Maintenance.
4. Enter the Investment Number and Click Find (or Enter on your Keyboard).
5. Update the record & Click Save:
- Change In Interest Payment Method (if needed): Click Payment Tab>Update Renew pay code to what they want it to be when it renews.
- Update the Redemption Method: Click Methods Tab>chose the proper Redemption method.
