Support Home Procedures Procedures Ops Update ‐ Common Check Order Errors Ops Update ‐ Membership Eligibility Field in CUnify Ops Update ‐ Vault Cash Balance Sheet Ops update ‐ 3rd Party Teller checks in excess of daily cash limit Ops Update - Notification of a members death Frequently Asked Questions Relating to Deceased Members Ops Update - Probate Summary Ops Update - Notary vs Signature Guarantee vs Medallion Signature Guarantee What does subject to backup withholding mean? What is the phone number to activate debit/credit cards? How do I process the privacy policy opt out form in the branch? How do you send a secured email? How many characters fit onto a single debit or credit card? What is the number members call to change their PIN? What is our SWIFT Code? What is the max cash withdrawal amount allowed when processing off line transactions? What are the procedures for processing credit card fraud? Check Order and Temporary Check starting numbers. Ops Update - GL Transaction Descriptions Over / Short and Shared Branching Suspense GL's What are the procedures for wire transfers over the phone? How do you sell cash to the Federal Reserve? What are the printer settings for the cover sheets? What number do members call for a credit card fraud claim? When are statements mailed out? What are the codes for changing the type of checking account in Cunify? Ops Update - Remote Override Template Ops Update - Over and Short transaction descriptions & Balancing Checks Received How do you balance your check tape to CUnify? What documents do we need to fill out if a member is wanting to close a checking account? Can we do shared branch transaction over the phone? How long are checks retained at each branch? Ops Update - Transaction Verification Standards Do we need to write down ID information for cashing checks? What is the Returned Mail process? What check stubs can be used for immediate availability in the shared branching system? Do we charge a fee for promotional mail that is returned? What is the proper way to process coin deposits for both members and non members? What are the incoming wire instructions? Is there a VISA cash advance limit for nonmembers? What does "Z Pattern" mean? How do you set up out of office email? What are the procedures when you find a counterfeit bill? What are the procedures when we receive a towed vehicle notice? What is the price of a sheet of temporary checks? How to fill out a Check Order Form How much coin can we accept outside of the coin machine? What is the procedure when the ATM cash is out of balance? Can "Oregonians CU" be abbreviated for mobile deposit endorsements? Are we required to walk outside with the Shred-it rep? How do you determine the loan ACH account number? What documents are required when doing a name change on an account? How does a member report a card lost or stolen or request international use after hours? When cashing an on-us check for a non-member, what is the correct information recorded on the back of the check? What are the steps for daily branch balancing? What is required for end of month branch balancing? Ops Update - Loan Title Task Can we send fax for members not related to Oregonians business? What is the process for reordering a debit card? Shared Branch - What types of identification are acceptable for shared branching? Ops Update- My Rewards Checking When does an OCU check need a second signature? Ops Update How to add to the "Health Journal" in Cunify Ops Update How to add a "Follow Up" in Cunify What are the requirements a member must meet in order to receive a Medallion signature? How much is the fee for expediting a debit/credit card? How long are check deposits held on new accounts? What is escheating and why do we do it? Can we set up a member for e*statements? Can we overdraft the account when a non-member brings in an on-us check to cash and the member has funds in the saving account but not the checking account? What are the steps when paying off a Mortgage? How to Setup and Send a Remote Override How do I change an account number due to fraud? Can we do a cash advance off of a VISA credit card to make a loan payment? What are procedures for accessing Vacation or Christmas Club accounts early? What types of transactions can be done at the drive up window? When is a check considered stale dated? Ops Update- Follow Up In Cunify What do I do when I receive a garnishment? Do we need the joint owner's signature to close an account? Can you do a change of address over the phone? Ops Update-Debt Card Modification How do I order a debit card? How to complete a prior day reversal? No Promotional Mail Flags How to notify the CU a member is traveling to another State? What types of identification are acceptable for shared branching? How to do Paper Payroll? Do we need an updated signature card when adding a suffix? What is the phone number members can call/text to find Shared Branching Locations? What is the correct format for a deceased member flag? When should a Letter of Indemnification From be filled out? Can you fund an online application with a credit card? Can we issue Authorized Signers debit cards? What is the procedure if a member has lost their checks? Can a member do an international wire request over the phone? What is the proper way to fix a rolled coin deposit if the count is not accurate? Can we accept a POA document that is older than 2 years? How to do a Visa Cash Advance What is the process when a coin bin is picked up from the branch? What is a 21P-4718a form and how do I fill it out? What is the process for balancing coin machine daily? Returned Debit and Credit Card Procedures How can members enroll in texted fraud alerts if they declined the initial text? Do we still require signatures on the back of State, Government, and Insurance Checks in order to negotiate them. Can we open an account using a TIN? Can a member visit any ATM location to assign a PIN? When do you place a pledge when depositing a check? How do you process a payment for a charged off account? What documentation is needed to close a trust account? What are the procedures for a stop payment on a check? What is the process for a merchant dispute? How far back does Level 9 in CUnify go? ATM Limit increase request ATM Check Deposit Limits Non-Member Check Cashing How to Process Foreign Items Cash Bundles Ops Update- Online Banking Blocked Countries Assigning Extensions to Phone How to add GL's to Cunify Member Services How to add GL's into Cunify Accounting Notary -What we cannot notarize What happens to a Living Trust when the Trustor is deceased? What is the process for closing a CD? Can we manually calculate projected dividends on a CD? Do you need an address change form when adding an Alternate Address? How do we report Elder Abuse? GL Descriptions- How to know which side gets the detailed description?