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SHARED BRANCHING TRANSACTION SLIP×ATTENTION!! ALL information requested (in red) must be correct, or we will NOT be able to proceed with your transaction!! Credit Union Name Member or Acct # Date

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How to fill out shared branch transaction sheet

01

To fill out a shared branch transaction sheet, follow these steps:

02

Start by entering the date of the transaction in the designated field.

03

Provide your full name and account number in the appropriate sections.

04

Indicate the type of transaction you wish to perform, such as deposit, withdrawal, or transfer.

05

Specify the amount of money involved in the transaction.

06

If it's a deposit, mention the source of the funds (e.g., cash, check, etc.).

07

If it's a withdrawal, mention whether you want the funds in cash or a specific form of payment.

08

In case of a transfer, provide details of the accounts involved (both sender and receiver).

09

If there are any additional instructions or comments, make sure to include them.

10

Finally, review the entered information for accuracy and sign the transaction sheet.

Who needs shared branch transaction sheet?

01

Anyone who wishes to perform a transaction through a shared branch network needs a shared branch transaction sheet. This includes individuals who are members of credit unions or banks that are part of the shared branch network and want to conduct transactions at a different branch.

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What is shared branch transaction sheet?

The shared branch transaction sheet is a document used by financial institutions to record and report transactions made at shared branch locations.

Who is required to file shared branch transaction sheet?

All credit unions and participating financial institutions that engage in shared branching are required to file the shared branch transaction sheet.

How to fill out shared branch transaction sheet?

To fill out the shared branch transaction sheet, institutions must provide details such as transaction types, amounts, and the date of each transaction, ensuring accuracy and completeness.

What is the purpose of shared branch transaction sheet?

The purpose of the shared branch transaction sheet is to monitor and report the transactions conducted at shared branch locations for regulatory compliance and auditing purposes.

What information must be reported on shared branch transaction sheet?

The information that must be reported includes transaction date, type of transaction, amount, and the identifying details of the members involved.

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