Note: A stop payment on future/recurring ACH debits stops ACH debits to the originator listed in the Originator field and Remarks field on the Stop Payment screen. Stop payments on future/recurring ACH/EFT debits can be placed for a specific amount or to stop all ACH amounts to that originator.

Note: These stops expire only if the client authorizes the expiration. If the client requests the stop payment to expire, the client must authorize the expiration by initialing the expiration statement on the Stop Payment form.

To stop payment on future ACH/EFT debits, do the following:

1. Tell the client that if the check amount or payee/originator/merchant name is not exactly correct, the bank is not liable for the stop payment on the item.
2. In Xperience, click Customer & Account Inquiry.
3. Search for the account.  
4. Click History.
5. From the item drop-down menu, choose EFT. 
6. View the listing. 
7. If the item has not posted, then you can stop payment on it. Note: It is ok if the item is in Memo Post.
8. Navigate to the Xperience > Products tab.
9. Select SilverLake > SilverLake. 
10. Click the Streamline Platform folder > Recall existing accounts from core.
11. On the Inquiry/Website Selection screen click Ok.
12. Enter values in the following fields:
    • Application Type
    • Account Number
    • Branch Number
13. In the Platform Type field, enter *MO. 
14. Click OK 3 times. 
15. Select Stop Pay/Holds. 
16. Click OK 3 times.
17. Enter values in the following fields:
    • Verify Check Has Not Been Paid
    • Date Placed
    • Request Received
    • Time Accepted: XX:XX
    • AM or PM
    • Remarks (Reason) --you must enter EFT/DB/Merchant Name.  
      • Merchant name must be entered exactly how it appears in Memo Post or posted previously (for example: EFT/DB/PROG AMERICAN INS not EFT/DB/PROGRESSIVE INSURANCE).
    • Payee or ACH Originator/Merchant Name
    • Stop Type - Single or Future
18. Click Next Records.
19. Enter values in the following fields:
    • Expiration Date
    • Date of Authorization (if available)
    • Description of Authorization (if available)
20. Click Ok.
21. To upload optional record, select Yes, 
22. Click Submit.
23. To complete the Stop Payment click on the appropriate accordion.

    • Retail

      1. Under StreamLine Form print Selection Items, in the Printer field, select or enter your office StreamLine printer. 
      2. Click OK. The stop payment prints to the Streamline printer. 
      3. Check that the stop payment shows on the client’s account under Stops/Holds. 
         • If the stop payment is not showing on the account, it did not upload.
         • Recall the account in account maintenance and upload the stop payment.
      4. Complete the Stop Payment Request form.

      Note: For clients requesting a stop payment by phone, associates MUST do the following:

      • Indicate "per client phone request" in the signature field of the Stop Payment Form
      • Mail a copy of the Stop Payment form to the client
      • Scan the original Stop Payment form with your daily work following current document imaging procedures.

      Delete

      CSC - In Office

      1. Ensure that your streamline printer name is selected (should be your desktop printer, or you may select the group printer named B2021P01SL).  
      2. Change the number of copies to print to 1.
      3. Click OK.
      4. Check for the printed Stop Payment form on the printer.
      5. Apply the scan sticker to the top left corner of the form.
      6. Stamp with the GLBA Verified stamp on the line shown below. 

      Delete

      CSC - Remote

      1. Click View Documents, instead of selecting the print option.
         
      2. Using the client's last name and the date you are completing the stop payment, save the PDF (for example: Brooks 093021)
         • Note: It is advisable to have a PDF folder on your desktop to collect these.
      3. In StreamLine, click Continue Without Printing.
      4. Email the Correspondence team following the example below.
          

      Delete

      
      

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