Difference between revisions of "Investment Daily Checklist"

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[[Category:Investments]]
 
[[Category:Investments]]
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== Renewals ==
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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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2. Go to Financial Services  Investments  Transactions  210 Investment Maintenance.
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3. Enter the Investment Number and Click Find (or Enter on your Keyboard).
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4. Update the record:
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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.
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[[File:Renewals_investments.png]]
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* Update the Redemption Method: Click Methods Tab  chose the proper Redemption method.
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== Renewals with Partial Redemption ==
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1. If this is a renewal where they want to take a partial redemption out at maturity, continue to Step #2.
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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.
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3. Go to Financial Services>Investments>Transactions>210 Investment Maintenance.
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4. Enter the Investment Number and Click Find (or Enter on your Keyboard).
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5. Update the record & Click Save:
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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.
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[[File:Renewals_investments.png]]
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* Update the Redemption Method: Click Methods Tab>chose the proper Redemption method.
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6. On the maturity day, perform a partial investment redemption (see Partial investment redemption section for directions).
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== Full Redemptions by Check ==
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1. Go to Financial Services>Investments>Transactions>200 Investment Payout.
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2. Enter the investment number and click Find (or enter on your keyboard)
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3. Select the Interest Method = “Pay” and Payment Method = “Daily Check” then click Save.
  
 
== Renewals ==
 
== Renewals ==

Revision as of 12:12, 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.

Renewals investments.png

  • 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.

Renewals investments.png

  • Update the Redemption Method: Click Methods Tab>chose the proper Redemption method.

6. On the maturity day, perform a partial investment redemption (see Partial investment redemption section for directions).

Full Redemptions by Check

1. Go to Financial Services>Investments>Transactions>200 Investment Payout.

2. Enter the investment number and click Find (or enter on your keyboard)

3. Select the Interest Method = “Pay” and Payment Method = “Daily Check” then click Save.

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.

Renewals investments.png

  • 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.