Non-Member Secondary Owner Maintenance

Enter the non-member's full name in the three individual fields (First, Middle Initial, Last).

Enter the street address, such as 1234 MAIN ST SE.

To match the technique used by CASS Certification, if the non-member has an apartment or suite number, include both the street address AND the apt/suite number in Address #1 if it will fit. Otherwise, enter the apt/suite number into Address #1 and use Address #2 for the street address.

(For a foreign address, you will also need to include both the street address and any apartment or suite number in this field.)

Use this for the non-member's street address if a suite or apartment number has been entered into the Address #1 field. Otherwise, leave the field blank.

(For a foreign address, use this field for the city name, province abbreviation, and postal code, such as LONDON W1P6HQ or MONTREAL QC H3Z 2Y7.)

Enter the city name.

(For a foreign address, use this field for the country name, such as ENGLAND or CANADA.)

Enter the 2-character state abbreviation. This field is not available for foreign addresses.

Remember that Puerto Rico and the US Virgin Islands are to be treated exactly like a US address in CBX: the foreign address flag should not be checked, and the state field should be used as usual to enter the state code PR or VI.

Enter the ZIP Code. This field is not available for foreign addresses.

Remember that if your credit union uses CASS certification, you will not be able to edit the ZIP+4 field. Enter the 5-digit ZIP code only and the CASS certification process will complete the ZIP+4 field.

When a ZIP code is changed, the ZIP+4 field is cleared to prevent mismatches with the ZIP code. The monthly CASS certification will correct any missing ZIP+4 codes.

Enter the county name.

Indicates whether or not the current address is correct or not. If you know the address is incorrect, but are unable to obtain the correct address, place a checkmark in this field.

Use these fields to enter the non-member's telephone contact information, any related extension, and the phone label as configured in Tool #1330 Phone Label Configuration.

International: Check this box to indicate an international number, and enter the number in the comment field above.

Text Messages: Check this box to indicate this number can receive text messages, but note that this number does not enroll the non-member in text banking, nor does this number transfer to the text banking settings.

Wrong #: Check this box to indicate an incorrect number for a non-member.

Mobile: Check this box to indicate that the listed number is a mobile/cell number.

Daytime #: Check this box to indicate the non-member can be reached at the listed number during the daytime.

Nighttime #: Check this box to indicate the non-member can be reached at the listed number during the nighttime.

To add additional contact numbers, select More Contact Numbers to access a screen in which to do so.

To delete a contact number, delete the number, extension, and label to remove the record completely (note that you may have to refresh the screen to see the update).

Use this field to record a DBA (doing business as) name for this non-member, if applicable. This DBA will appear on certain written communications if configured to show on the Membership Configuration detail screen.

Use this checkbox to indicate whether or not a photo ID for the non-member was scanned and saved on file.

Use these fields to record the non-member's current Driver’s License number and the state in which license is registered.

Choose one of the options to indicate the non-member's current marital status: Married, Separated, or Unmarried. Leave the field blank or select Not Specified if unknown.