Benefit Mail Configuration
This screen is displayed when a user clicks on the GDP Due Diligence Setup link in the Benefit Mail Screen. This function is used to enter the parameters that will be used in Benefit Mail processing.
Enter the parameters following the Data Entry guidelines below and click on the Save icon.
If you would like to see the number of Customers that meet your criteria without having to print any letters, click on the Benefits/Allowances Mail Forecast Summary button and a report will be run (see sample below).
To view detail on these Customers, click on the Benefits/Allowances Mail Forecast Detail button and a report will be run (see sample below).
NOTE: Mail will be printed from the number of months you indicate prior to the expiration date. Example: If you check the 6 month box, mail will be printed for those grace periods/deferments/postponements that will expire at 6 months prior to the expiration date.
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Field Name |
Purpose\Usage |
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PRINT GRACE MAIL |
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Grace #1- #3 |
Check the boxes to send Grace Mail to the Customers who fall under the number of months you indicate for each grace period |
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Expirations |
Check this box if you would like to print Grace Mail for those Customers whose grace period has expired. |
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Grace Re-Entry |
Check this box if you would like to print Grace Mail for Customers who are re-entering the grace period process. |
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Post-Deferment Grace |
Check this box to print Grace Mail for Customers whose grace period has been deferred. |
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PRINT DEFERMENT APPS AT |
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6-2 months |
Check the boxes to print Deferment Applications for the Customers whose benefit end date falls within this number of months. |
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Deferment Expirations |
Check this box if you would like to print Deferment Applications for Customers whose benefit end date falls within 1 month. |
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Limit DFSE mail to 1 month |
Check this box to print Deferment Applications at ONLY 1 month remaining in the benefit period for Customers who have deferred Loan/Receivables at your school. Ignores other options selected. |
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Limit DFST mail to 1 month |
Check this box to print Deferment Applications at ONLY 1 month remaining in the benefit period for Customers who have deferred Loan/Receivables at another institution. Ignores other options selected. |
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PRINT POSTPONEMENT APPS AT |
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6-2 months |
Check the boxes to print Postponement Applications for the Customers whose benefit end date falls within this number of months. |
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Postponement Expirations |
Check this box if you would like to print Postponement Applications for Customers whose benefit end date falls within 1 month. |
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ADDITIONAL PRINTING OPTIONS |
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Print Order |
Choose the criteria for the order in which the Benefit Mail prints out. |
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Print a duplicate to a comaker, if applicable? |
Check this box if you want to print an additional copy to send to a comaker, if one exists for the Loan/Receivable. |
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CUSTOMER RELATED CHANGES |
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Write a MAIL history line for each customer? |
Check this box to create a tracking entry in the Customer History for the Benefit Mail printed. |
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Honor all Non-ACH bill holds |
Any holds that are on an Loan/Receivable that are not related to ACH bill holds will be honored if this box is checked. An example of this type of hold is a hold due to bankruptcy. These holds are entered in Customer Services on the Flags screen. |
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