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Automatic Agreements Maintenance
Update the following transaction information for the agreement you selected and click "Update"
or click "Delete" to delete this transaction.
Amount:  $ $500 Minimum
Start Date:  (mm/dd/yyyy)
Stop Date: (optional)  (mm/dd/yyyy)
Processing Date(s):  ,
  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Process:
Contribution Year: C C C C C C C C
NOTE: All Investments made in May through December will be current year contributions.
Y - Agreement will process for that month.
N - Agreement will not process for that month.
S - Agreement will skip the specified month once.

C - Investment will be coded as current year contribution.
P - Investment will be coded as prior year contribution.
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