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.