Note:  Stop payments on single ACH/EFT debits expire only if the client authorizes the expiration. If the client requests the stop payment to expire, the client must authorize the expiration on the Stop Payment form by initialing the expiration statement on the Stop Payment form.

To stop a payment on a single ACH/EFT debit, do the following:

1. Tell the client that if the check amount or payee/originator 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 for the following fields:
    • Application Type 
    • Account Number 
    • Branch Number 
13. In the Platform Type field, enter *MO.
14. Click Submit 3 times.
15. Select Stop Pay/Holds. 
16. Click OK 3 times.
17. Enter values for the following fields:  
    • Verify Check Has Not Been Paid
    • Debit Placed
    • Report Received
    • Time Accepted
    • AM or PM
    • Remarks (Reasons) --  you must enter EFT/DB/Merchant Name.  
      • Merchant name must be entered exactly how it appears in Memo Post or posted previously. For example: PROG AMERICAN INS, not PROGRESSIVE INSURANCE.
      • Note: If a client inadvertently made a payment twice and wants to stop only ONE payment, ensure the EFT Remarks/reason is entered as {EFT/DB/Merchant Name/ONLY ONE}
    • Payee or ACH Originator
    • Stop Type - Single or Future
18. Click Next Records.
19. Enter values for the following fields: 
    • Expiration Date -- Enter 000000 or the date client selects
    • Date of Check or ACH Debit
    • Date of Scheduled ACH Transaction
    • Amount of Check or ACH Debit -- Add the exact dollar amount to stop only that amount
20. Click OK 3 times.
21. To upload an optional record, select Yes. 
22. Click Submit.
23. To complete the Stop Payment click on the appropriate accordion.

    • Retail

      1. Ensure your office Streamline printer name is selected.
      2. Click Submit. The stop payment prints to the Streamline printer. 
      3. Have the client sign, date, and write the time.
      4. Scan the Stop Payment form at the end of the day with other work. 
      5. Ensure 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.
      6. 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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