Vision: Automatic Agreements Maintenance

Automatic Agreements Maintenance

Enter the following transaction information .


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:

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.