Electronic Statements. If you choose to sign-up for Electronic Statements, the Credit Union will no longer be providing you with a monthly and/or quarterly paper statement. Your statements will be available via our Internet Banking site on or around the 5th business day of the month. You will be notified through your e-mail address on file that your E-statement is available. If you change your e-mail address, it is your responsibility to notify us of your new address as soon as possible to avoid delays in receiving your E-
Electronic Statements. Account History including statements are available for up to 24 months online. Consult your eStatements Agreement concerning receipt of electronic statements.
Electronic Statements. If your statement is provided electronically, statements will be electronically mailed to you as an attachment, or you will be provided with information directing you to the website where you may access, review, print and otherwise copy/download your periodic statements using procedures we authorize. Electronic mails from us will be sent to the electronic mail address you provide. It is your responsibility to provide a current and correct e-mail address to the Credit Union. You are also responsible to keep us updated on e-mail address changes. If you have requested electronic statements, you agree that the statement is considered to be delivered to you on the day that it is made available electronically.
Electronic Statements. (i) Your deposit account statements may be sent electronically or by paper, depending on the Service and your preference. If you choose the “Online Delivery” option, a paper copy of the statement will no longer be provided. Once enrolled for electronic statements, you will be able to view your enrolled account statement(s) online or through your mobile device. For new deposit accounts, you will be able to view a statement online after the first account statement is produced.
Electronic Statements. Provides the capability for financial intermediaries to access electronic statements via the Vision application.* ▪ Implementation Fees • __ /fund group Amended Exhibit B (continued) to the Trust for Advised Portfolios - Transfer Agent Servicing Agreement Supplemental Fees at January, 2014 Vision Electronic Statements (Continued) ▪ Load charges • __/image ▪ Archive charge (for any image stored beyond 2 years) • __ /document *Normal Vision ID and activity charges also apply. Client Web Data Access USBFS client on-line access to fund and investor data through USBFS technology applications and data delivery and security software. ▪ BDS - Statement Storage & Retrieval • Setup: __/user • Support: __ /user per month Additional Data Delivery Services ▪ Ad Hoc/ PowerSelect File Development • Setup: __ /request (Includes up to 2 hours of programming. If beyond, additional time will be __ / hour consultation and development.) • Support: __/file per month • Files can be scheduled for delivery via Report Source. ▪ Custom Electronic File Exchange (DDS delivery of standard TIP files) • Setup: __ one-time fee • Support: __ /file per month Recordkeeping Application Access ▪ Internet VPN - Infrastructure to allow for application accessibility to host systems and file transfers • __ implementation • __ /month ▪ Physical Network - Infrastructure to allow for application accessibility to host systems and file transfers • Cost varies depending upon location and bandwidth ▪ TA2000 3270 Emulation (Mainframe Green Screen) - Account inquiry and ability to perform financial transactions or account maintenance depending upon user access. • __mplementation • __ /ID per month ▪ TA2000 Desktop (Graphic User Interface to the TA2000 Mainframe) - Account inquiry and ability to perform financial transactions or account maintenance depending upon user access provisioning. • __ implementation • __ /ID per month ▪ TA2000 SmartDesk (Web Application to TA2000 Mainframe) - Account inquiry only. • __ implementation • __/ID per month ▪ Automated Work Distributor (AWD) - Image and workflow application. • __mplementation • __/ID per month ▪ Same Day Cash Management (SDCM) - Fund level transaction and cash reporting. • __ implementation • __ /ID per month ▪ PowerSelect - SQL database used for ad hoc reporting from the shareholder recordkeeping system. • __/month
Electronic Statements. A – Electronic Delivery and Notifications By signing up for electronic statement delivery, or “eStatements”, you accept the terms of this agreement, and hereby authorize Workers Credit Union to provide periodic financial statements to you electronically. Your authorization means that you consent and agree to the following: You will provide us with an email address that will be used to send all electronic statement-related notifications. You understand that the email notification informing you that your statement is available for viewing can take up to 5 business days to receive after the statement is generated. You will let us know immediately if the email address changes. You understand that you have no expectation of privacy if the statement link is transmitted to an email address owned by your employer. You further agree to release Workers Credit Union from any liability if the information is intercepted or viewed by an unauthorized party or other email address selected by you. Upon receipt of your consent and using the email address you provide, we will send you notification of the availability of your periodic account statement each statement period (statement cycle) and you will be required to access the Workers Credit Union web site in order to view your statements. You will be required to enter your logon information and password to view the electronic statement(s) and images. It is your sole responsibility to protect your logon and password from unauthorized persons. Your consent to receive electronic periodic deposit statements shall remain in effect until revoked by you. If you elect to revoke your consent to receive electronic statements you may do so by telephone at (000) 000-0000. If the revocation of your consent is received less than fifteen (15) days before the end of your normal statement cycle, it may not take effect until the following statement cycle. Once you sign up for eStatements you will be able to view, save or print the last twelve (12) monthly statements. If you have chosen electronic statements as your delivery preference, you will not receive a paper statement. This means that along with your statement you may also electronically receive any materials that would have gone out with the paper statement including disclosures and promotional materials.
Electronic Statements. Electronic statements offer you a convenient way to view, save and print your periodic statements. If you elect to receive electronic statements, we may discontinue sending paper statements and make periodic statements available to you in electronic form only. This includes, but is not limited to, ongoing disclosures currently provided on the back of your paper statement, notices posted as messages on the face of the statement, and all notices or other communications that accompany mailed statements. Each electronic statement will be available for your viewing, downloading or printing for a limited period from the date that it is made available to you. You agree to review your electronic statements in a timely manner, just as you would paper statements, and to promptly notify us of any errors, unauthorized activity or other problems, as provided in our agreement with you. You will be deemed to receive electronic statements when they are made available to you. Any time periods within which you must notify us of any problems or errors reflected on your statement(s) will begin on the date we make the electronic statement available to you, regardless of when it is actually viewed by you. We reserve the right to determine from time to time which accounts are eligible for electronic statements. A valid email address may be required to be maintained by you with us. If you fail to maintain a valid email address with us, you acknowledge and agree that any electronic statement shall nevertheless be deemed to have been provided to you if emailed to the email address we have on file for you. We reserve the right, in our sole discretion, to discontinue providing statements in electronic form. If you receive images of checks or receive cancelled checks with your paper statements, you understand that paper copies of these items will not be available once you elect to receive electronic statements. Electronic images of these items will be available within your electronic statements, through the Service. You agree to periodically logon and check on the delivery of new statements. If you cannot access, print or view your electronic statements, you must contact us immediately at 0-000-000-0000 to make alternate arrangements.
Electronic Statements. Provides the capability for financial intermediaries to access electronic statements via the Vision application.* § Implementation Fees - $() per fund group § Load charges - $() per image § Archive charge (for any image stored beyond 2 years) - $() per document *Normal Vision ID and activity charges also apply. *FAN Web customization charges also apply Notes: All pricing based upon contractual three-year term. Proposal is rough estimate based upon client request. Rates subject to change once formal business requirements are received and reviewed. Estimate is valid for 90 days based on the following conditions: § Document Loading, Storage and Access - Statements presented as PDF documents. Includes data preparation for web-based presentment, document loading, hot storage for two years (2) on primary DASD and WORM-media and unlimited access. Statements will be loaded for all accounts, regardless of consent. § Document Consent Processing, Suppression & Notification – On-line consent registration, paper suppression, processing, quality control and email notification of document availability to an ISP address. Suppression and Notification volume will be determined by customer consent. Email notification of document availability to an ISP address. Notification volume will be determined by customer consent. § Document Setup & Development Fees-- Includes gathering business requirements and creation of functional specification document with record types II, AS, and AT, utilizing a DST OUTPUT MXXX data feed. Applies to major classes of documents (e.x. xxxxx confirm, investor, and tax documents) and significantly different documents within a class (e.g. a high net worth statement). Document set up fees will be determined upon requirements gathering and defining project scope. § Consent options will be reflected on TA2000; Email tracking and reporting on TA2000 Electronic Media reports § Standard Development Fee- Fee assessed for any additional programming outside of the initial implementation scope or any additional post-production enhancements.
Electronic Statements. If your statement is provided electronically, statements will be electronically mailed to you as an attachment or made available to permit you to access, review, print and otherwise copy/download your periodic statements from our website using procedures we authorize. Electronic mails from us will be sent to the electronic mail address you provide. It is your responsibility to provide a current and correct e-mail address to the credit union. You are also responsible to keep us updated on e-mail address changes. Please be aware that your account statement may not show all owners, POD beneficiaries, or other persons with an interest in the account. If you wish to confirm the ownership, beneficiary designa- tions, or other features of your accounts, please contact the credit union.
Electronic Statements. If Client elects to receive electronic statements, Bank may discontinue sending paper statements and make periodic statements available to Client in electronic form only. This includes, but is not limited to, ongoing terms currently provided on the back of Client’s paper statement, notices posted as messages on the face of the statement, and all notices or other communications that accompany mailed statements. Each electronic statement will be available for Client’s viewing, downloading or printing for a minimum of 12 months from the date of the statement period. Client agrees to review Client’s electronic statements in a timely manner, just as Client would paper statements, and to promptly notify Bank of any errors, unauthorized activity or other problems, as provided in Bank’s agreement with Client. Client will be deemed to receive electronic statements when they are made available to Client. Any time periods within which Client must notify Bank of any problems or errors reflected on Client’s statement(s) will begin on the date Bank makes the electronic statement available to Client, regardless of when it is actually viewed by Client. If Client cannot access, print or view an electronic statement, Client agrees to contact Bank immediately at 800.797.6324 to make alternate arrangements. Client agrees to periodically logon and check on the delivery of new electronic statements.
