End of Month Verification

$50.00 / monthly

Hire the Client Services and Education Team to assist you with your month-end verification. Getting ready for month-end? Let us act as a second set of eyes in the verification process for your Credit union! The deadline for each task listed below is the 20th of the month.

End Of Month Checklist

Overview

We will monitor our inbox for your returned form(s) and assist you with any potential dividend regenerations that may be required. There is a charge of $50 per month.

Next Steps

Once a request has been submitted, a Client Service and Education team member will follow up with you to discuss the process further.

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