Tellerphone Pocket Guide

®
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