SUB ACCOUNT LISTING

WHAT IS A SUB-ACCOUNT

A sub-account is a member account that has the same social security number as another account already on the system.   See "SUB ACCOUNT OVERVIEW" for more detailed information.

ACCOUNTS INCLUDED ON THIS REPORT

This report includes a list of all sub-accounts with a reference to their primary account.

• Accounts are listed in order by Primary account number with Sub-accounts being listed to the right.

USES FOR THIS REPORT

Statements with the same social security number can be combined into one statement.  This saves the credit union posting and printing expense, and helps the member have fewer statements to manage.
Verify that accounts have the proper social security number.