Generating sample trust letters/notices for international addresses

Menu 10.7.80

You can generate and send sample trust letters/notices to international addresses holders, in addition to the primary customer.

To generate sample trust letters/notices for international addresses:

1. In the Master menu, navigate to Management Strategy > Correspondence > Letters/Notices (menu 10.7.80).

   

2. In the Letters/Notices Setup window, select Generate Samples, and press Enter or click Ok.
3. In the Request/Generate Sample Letters window, select Trust Letters, and press Enter or click Ok.
4. In the Enter Account Number window, do one of the following, and press Enter or click Ok.
   • To send one trust letters/notices, type the account number.
   • To send multiple trust letters/notices, type X followed by the account number. For example, type X2967.
5. If a notice is currently in effect for the account, in the Request Or Cancel Letters To Individual Accounts screen, at the Notice Series X in effect. Cancel? prompt, do one of the following; otherwise, proceed to Step 6.
   • To cancel the notice series, click Yes.
   • To not cancel the notice series, click No.
6. In the Letter/Document/Letter Set (AA,IA,?a) window, type IA.
7. In the Enter Letter / Document / Letter Set (?a) window, do one of the following, and press Enter or click Ok.
   • If you know the name of the letter/notice, type it.
   • To see a list of letters/notices, documents, or letter/notice sets, type ?.
     • In the Valid Letter by Category window, select a letter/notice, and press Enter or click Ok. The letter/notice is requested.
8. In the Alternate Name (/AP,/EMP,/EMP2,?) window, do one of the following, and press Enter or click Ok.
   • To send correspondence to an individual or business, type the name.
   • To use the alternate payer name, type /AP.
   • To use the employer name, type /EMP.
   • To use the second employer name, type /EMP2.
   • To see a list of options, type ?.
     • In the Help window, select one of the options, and press Enter or click Ok.
9. In the Alternate name2 (/AP,/EMP,/EMP2,?) window, do one of the following, and press Enter or click Ok.
   • Verify the name is correct.

   • Type a new name.

     If you type a new alternate name or any new information in the following fields, the Fiscal file is not updated with the information. The information you type is only used for the correspondence.

10. In the International Address box, do the following, and press Enter.

    

    1. In the first row, verify the address or type a new one.
    2. In subsequent rows, type additional address information.

    3. In the last row, type the country.

       The country is required.

11. At the OK to File? (CR=Y, N, DEL, /) prompt, do one of the following:
    • To save your changes, press Enter or type Y, and press Enter. Proceed to Step 18.
    • To discard your changes, type N, and press Enter.
    • To delete and then reenter the international address, type DEL, and press Enter. Repeat Steps 10-11.
12. In the Alternate Name2 (/AP,/EMP,/EMP2,?) window, type an alternate name2 name, and press Enter or click Ok.

13. In the Alternate Address window, type an alternate address, and press Enter or click Ok.

    This field and the following fields are required.

14. In the Alternate Address2 window, type an address, and press Enter or click Ok.
15. In the Alternate City window, type an alternate city, and press Enter or click Ok.
16. In the Alternate St window, type an alternate state, and press Enter or click Ok.
17. In the Alternate Zip window, type an alternate zip code, and press Enter or click Ok.
18. If the account status inhibits letters/notices from being sent, the Account status X inhibits notices and letters. Override? prompt displays. Do one of the following:

    • To override the status, click Yes.

      The letter/notice is requested.

    • To not override the status, click No.

      The letter/notice is not requested.