Phone Number Update Utility

This application extracts SBA 1502 100% portion reporting data into a comma-separated values (.csv) that can be copied and pasted into the SBA's Lender_Reporting_Template as per the SBA instructions for upload to the SBA. This application is for "normal monthly reporting".

This application creates a report of all members/customers that have expired Foreign Certification Expiration Dates and updates the expiration dates to the last calendar day of the current year. This application applies only to person or organization account owners with non-US Resident Tax Country Codes that have expired or missing Foreign Certification Expiration Dates.
Key Benefits:
This process enables non-resident interest to post correctly for 1042S reporting.

This application can improve service by providing an automated process to generate an extract file for a 3rd party.

This application allows the financial institution to collect service charges which is not currently supported by DNA®.