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W-8 Form Expiration

Navigation:  Deposit Screens > Definitions Screen Group > Event Setup Screen >

W-8 Form Expiration

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This event runs in the daily afterhours on the last processing day of the month. It creates an event for all accounts with a W-8 form on file that has an expiration date in the next month.

 

You can use alternate addresses to mail the W-8 Expiration Form to addresses different from all other mailings for your accounts. Alternate addresses are set up through CIS.

 

Event Number: 1090, 1190 (No Mail - See the main Event Setup Screen help for more information on the No Mail Option.)

 

Event Letter: 0001 = Checking, 0002 = Savings, 0003 = Certificate, 0004 = Retirement

 

 

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