Submitting Requests

Overview of Account Requests

As a member of a credit association you may submit requests for accounts to appear in the next Payment Experience Report. The accounts that you request, along with any accounts that are set up to appear automatically (Permanent Lists), are consolidated into a list of accounts that we call the Experience Reporting Form. This form is made available by mail and online to all members and gives them the opportunity to respond to your request for payment information.

Some groups allow their members to submit accounts for discussion when the cycle is being conducted for a meeting. In this case, requests for account information may be either submitted for Clearance or for Discussion. An account submitted for Discussion will be brought at the meeting for all members' input. If you specify an account for discussion you should submit a reason. If no meeting is to be held for the credit cycle, then submitting an account for discussion has no effect other than to be noted on the Payment Experience Report. If you want the account to appear in the Payment Experience Report, but do not wish to have the account discussed at the meeting, then simply specify the account as being a "Clearance" account.

Submitting Accounts Online

The Account Submission Form allows you to submit a request for payment experience for any account that appears on the list. This list includes accounts that have been cleared by your association in the last six months, except for accounts from the Permanent List.

To submit one of these accounts as a request for the upcoming cycle, simply check the check box to the left of the account name by clicking on it. Do not forget to submit a reason for discussion if you wish to submit the account as "Discussion." Once you have selected all the accounts you wish, click on the submit button at the bottom of the page. The page will be updated and all selected accounts will be highlighted. If you found that you have submitted an account in error or would like to change the text of a reason you may edit your requests at any time. By unchecking the check box to the left of the account name you will remove your request from the system. Simply make any changes you want and again click on the submit button at the bottom of the page.

If there are accounts you wish to request payment information on, but they do not appear in the list then you can submit them as an additional account. There is a link at the top of the page that will take you to the Additional Account Request Form.