® Call our Member Service Center for information on any of our services. 610-797-7440 or 1-800-446-5598 or visit us at www.peoplefirstcu.org NAS13 ADC 7/ 10 10M TELLERPHONE OUR AUDIO AUDIO RESPONSE RESPONSE SYSTEM SYSTEM OUR Pocket Guide Local Calls 610-791-2211 Long Distance Calls 1-800-828-4994 TELLERPHONE Our Audio Response System Tellerphone* will help you manage your accounts from a touch-tone phone 24 hours a day. To get started, read our Tips on Using Tellerphone and then follow the instructions on How to Access Tellerphone. You will need your 6-digit member account number and your 4-digit Personal Indentification Number (PIN). After you enter your PIN, select a transaction from the Table of Contents or listen to the Tellerphone Menu options. *Now available in Spanish 1 Tips on Using Tellerphone Enter * # for a list of transactions. Enter # to repeat the current message. Enter * * # to return to the previous message. You may enter your transaction codes and dollar amounts before the speaking stops. All transactions require the entry of a share or loan number, i.e. S1, S4, or L1, L7. Reference page 7 for a list of share numbers or page 13 for a list of loan numbers, or when prompted after entering a transaction code, press * # to hear a list of available share or loan accounts. Use the * key in place of a decimal point when entering a dollar amount. If you are transferring or withdrawing even dollar amounts, you do not need to enter * or the zeros. 2 Remember to end each step with the # sign. This signals Tellerphone to move on to the next instruction or to give you the information you requested. When asked if your transaction is correct, press 1 # if correct and 0 # if incorrect. How to Access Tellerphone 1. With a touch-tone phone call 610-791-2211 for local calls or toll free, 1-800-828-4994 for out of town calls. 2. Enter 1 # for English. Enter 2 # for Spanish. 3. Enter your 6-digit member account number followed by # . 4. Enter your 4-digit Personal Identification Number (PIN) followed by # . 5. Enter a transaction code followed by # . Refer to the Table of Contents for a list of transactions. Or you may listen to Tellerphone’s available transactions by pressing * # . Note: All entries must be followed by # . The # prompts Tellerphone to give the next instruction. Note: Remember to end your call with 0 # and record your reference number. 3 4 Table of Contents Share & Share Draft Accounts Codes Share or Share Draft Balances 1 # share code Search for a Specific Draft 4 # 1 # 1 Share Draft Account History 4 # 1 # 3 Share or Share Draft Account History - Deposits 4 # 2 # 1 - Withdrawals 4 # 2 # 2 - All Transactions 4 # 2 # 3 Transaction History Search by Date 4 # 3 Place a Stop Payment on a Draft 6 # 6 Reorder Share Drafts 6 # 7 Share or Share Draft Transfer 8 # 1 Share or Share Draft to Loan Transfer 8 # 2 Member to Member Transfers 8 # 6 Primary Share to Share Draft Transfer 8 # 7 Check Withdrawal from Share or Share Draft 9 5 Page # 7 # 8 # 8 # 8 # 8 # 8 # # # # 9 9 10 11 Loan Accounts Codes Loan Transactions for a Specific Date 4 # 3 # 3 loan Loan Balances 2 # code Recent Loan Transactions 4 # 2 # 4 Line of Credit to Share Transfer 8 # 5 Line of Credit to Share Draft Transfer 8 # 3 Check Advance from a Line of Credit 5 Additional Services Codes Page # # # # 9 13 14 14 # 14 # 14 Page Certificate Inquiry 6 # 3 # 15 Access a Different Member Account Number 6 # 5 # 15 # 11 # 12 Change your PIN 6 # 8 # 15 Year to Date Dividend and Interest Totals 6 # 2 # 16 # 12 Hot Card or Activate an ATM or Visa Check Card 6 # 4 # 16 # 12 6 Search for a Specific Draft Share and Share Draft Balances When asked for a transaction code, enter the code (below) followed by the # sign for your current balance. 1 # 1 # S1 Primary Share/Savings 1 # 2 # S2 Holiday 1 # 3 # S3 Vacation 1 # 4 # S4 Share Draft 1 # 5 # S5 Traditional IRA 1 # 6 # S6 Special Account 1 # 7 # S7 Money Market Account 1 # 10 # S10 Roth Contributory IRA 1 # 11 # S11 Roth Conversion IRA 1 # 12 # S12 Education IRA For a list of your available share accounts, first, enter 1 # * # when prompted for a transaction code. 7 Enter transaction Code 4 # 1 # 1 # Enter the appropriate share draft account number # Enter the draft number # Enter the month the check was written, (01 for Jan, 02 for Feb, etc.) # Share Draft Account History Enter transaction code 4 # 1 # 3 # Enter share draft account number # To continue with the next 5 transactions enter 1 # Share or Share Draft Account History Enter transaction code 4 # For last 5 deposit transactions For last 5 withdrawal transactions For last 5 transactions of any type For last 5 loan transactions Enter share/loan number Enter 1 # to hear the next 5 sequential transactions. 8 2 1 2 3 4 # # # # # # Transaction History Search by Date Enter transaction code 4 # For all transactions for a specific date For share transactions for a specific period For loan transactions for a specific period Enter the appropriate share or loan ID Enter the date or dates as the 2 digit month, 2 digit day and 2 digit year m m d d y 3 # 1 # 2 # 3 # # y # Place a Stop Payment on a Draft Make sure the draft has not cleared before placing a stop payment on the draft. Search for it with the Draft Search feature on page 8. Follow the recorded instructions. A stop payment fee will be charged to the associated share account. For home equity drafts, the fee will be charged to your primary share account. If funds are not available, you will be unable to place the stop payment. Enter transaction code 6 # 6 # For a share draft or money market draft 1 # 9 For a home equity line of credit draft Enter the appropriate share/loan number - To stop a single check enter - To stop a range of checks enter - To stop all checks enter When requested, enter the draft number or numbers 2 # # 1 # 2 # 3 # # Reorder Share Drafts Enter transaction code 6 # 7 # Enter the appropriate share draft account number # (Note: Input is required only if you have more than one share draft account) The system will indicate the starting draft number and the number of drafts to be ordered based upon your last order with us. If an issue exists with your order information you may need to contact our Member Service Center. 10 Share or Share Draft Transfer Member to Member Transfers Transfer to or from a share or share draft (any combination) 8 # 1 # Enter from which share or share draft account # Enter to which share or share draft account # Enter transfer amount $ $ $ * ¢ ¢ # Note: Transfers cannot be made to a Roth Conversion IRA share. Transfers made to any IRA share will be considered a current year contribution. Decimal point (*) is not necessary for even dollar amounts; i.e. one hundred dollars is 1 0 0 # . Enter transaction code 8 # From which share account To which member account number To transfer to a share, press To transfer to a loan, press Enter the appropriate share or loan account Enter transfer amount $ $ $ * ¢ Share or Share Draft to Loan Transfer Transfer from a share or share draft to a loan 8 # 2 # Enter from which share or share draft account # Enter to which loan account # Enter transfer amount $ $ $ * ¢ ¢ # 11 6 # # # 1 # 2 # # ¢ # Primary Share to Share Draft Transfer Enter transaction code 8 # 7 # Enter to which share draft account number # (Note: Input is required only if you have more than one share draft account) Enter transfer amount $ $ $ * ¢ ¢ # Check Withdrawal from Share or Share Draft Enter transaction code 9 # Enter the appropriate share number # Enter the withdrawal amount $ $ $ * ¢ ¢ # 12 Loan Balances Recent Loan Transactions When asked for a transaction code, enter 2 # followed by the loan number and # . 2 # 1 # L1 Loan 1 2 # 2 # L2 Loan 2 2 # 3 # L3 Loan 3 2 # 4 # L4 Loan 4 2 # 5 # L5 Loan 5 2 # 6 # L6 Signature Line of Credit 2 # 7 # L7 Signature Line of Credit 2 # 8 # L8 Home Equity Line of Credit 2 # 9 # L9 Home Equity Line of Credit 2 # 10 # L10 Loan 10 2 # 13 # L13 Loan 13 2 # 14 # L14 Loan 14 For a list of your available loan accounts, enter 2 # * # when prompted for a transaction code. Enter transaction code Enter loan number 4 # 2 # 4 # # Line of Credit to Share Transfer Enter transaction code From which loan To which share account Enter transfer amount 8 # 5 # # # $ $ $ * ¢ ¢ # Line of Credit to Share Draft Transfer Enter transaction code 8 # 3 # Enter the appropriate share draft account number # Enter the appropriate loan number # Enter transfer amount $ $ $ * ¢ ¢ # Check Advance from a Line of Credit Enter transaction code 5 # Enter the appropriate loan number # Enter the withdrawal amount $ $ $ * ¢ ¢ # Note: The minimum line of credit advance is $50. 13 14 Certificate Inquiry Enter transaction code 6 # 3 # Detailed certificate information is provided. Access a Different Member Account Number This transaction code allows you to access another account without disconnecting the telephone and redialing. Enter transaction code 6 # 5 # Enter 6-digit member number # Enter 4-digit PIN # You may now begin using any transaction code under the new account number. Year to Date Dividend and Interest Totals Enter transaction code For current year information For previous year information Hot Card or Activate an ATM or Visa Check Card Enter transaction code 6 # 4 # Have your card number available before beginning this transaction. You will be asked to identify the card to be activated or restricted. Change Your PIN Changing your Tellerphone PIN will also change your PC Access PIN. It will not change your ATM PIN. Enter transaction code 6 # 8 # Enter your new 4 digit PIN # 15 6 # 2 # 1 # 2 # 16 Notes: Listing of Services Accounts Share/Savings Share Draft/Checking Holiday & Vacation Accounts Money Market Accounts Individual Retirement Accounts Share Certificates/IRA Share Certificates Loans Signature Line of Credit/ Overdraft Protection Home Equity Loans/Lines of Credit Automobile Loans Bill Consolidation Loans Home Mortgages Credit Cards 17 24-Hour Services Automated Teller Machines Visa Check Card Telephone and Internet Loan Applications Tellerphone PC Access/Bill Payer 18
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