KBID 2073 Date Created: 11/30/2005 Date Modified: 7/28/2017
Your credit union can elect to print the DBA name instead of the primary member name on all standard (non-custom) correspondence (use the link below to see the list of documents). This flag will be turned off by default.
With the CU*BASE 9.2 release (August 2009), this flag is set as part of the Membership Designation code configuration, which means that you can set it differently depending on the type of membership. For example, you might want to use the member's name on most memberships, but on Sole Proprietorships, or Trusts, or Custodial accounts, etc., you can have the DBA name print instead. Use Tool # 523 "Membership Designation Configuration" to specify your preferences.