Online Self Service Forms

IMSI online self-service forms collect information required to enable member self-service request fulfillment

Online self-service forms is a fully customizable and integrated solution. It is designed to incorporate the credit union’s brand and image, and to collect information required to fulfill member requests. The application workflow delivers a streamlined user experience, and provides a fast and secure interface.  The product leverages the power of the core system and integrates with Online Banking  and secure web platforms.

Below are list of sample self-service forms:

  • Add Joint Owner
  • Address Change
  • ATM/Debit -> Address Change/Delete Card/New Card/Reorder/Research Requests
  • Auto Transfer
  • Business Debit Card -> Change/Delete/New/Reorder Requests
  • CD Rollover Request
  • Charge Off Request
  • Check copies Request
  • Check Reorder
  • Checking Conversion
  • Cross Account Transfer
  • E-Certificate Request
  • Email Change
  • Expense Check Request
  • Express Services
  • HE Packet
  • Home Equity
  • HE LOC Adjust
  • HE-Mod of Mortgage
  • Hot Card
  • Information  Request
  • Investment Information
  • Investment Seminar
  • Large Cash Amount Request
  • Lease Request
  • Loan Coupon Request
  • Loan XSell
  • Lost Card Notification
  • Money Market Conversion
  • Name Change
  • Note Modification
  • Notifications Signup
  • Organizational Membership
  • Overdraft Request
  • Payment/deposit through ACH
  • Payment/deposit through credit/debit card
  • Payroll Direct Deposit
  • Referral
  • Reorder Checks
  • Savings Bonds Request
  • Statement Request
  • Stop Cross Account Transfer
  • Stop Payment
  • Un-Hot Card
  • Vehicle Loss Request
  • Verification of Deposit
  • Waive Joint Owner
  • Western Union Request
  • Wire Transfer Request

Let’s talk. Contact us for more information.

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