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P�  5�ʵ:�AICS            !JOB PAMERLTJ,MGR.CU1,QCPUB                                                     !COMMENT                                                                        !COMMENT  ************************************                                  !COMMENT  ***  PRINT PLAN AMERICA LETTERS  ***                                  !COMMENT  ***     AND PROFILE REPORTS      ***                                  !COMMENT  ************************************                                  !COMMENT                                                                        !SHOWTIME                                                                       !FILE QCMACROF=PAMERLTM.QCPUB.CU1                                               !RUN QCX.QCPROGS.AICS                                                           !SHOWTIME                                                                       !SET STDLIST=DELETE                                                             !EOJ                                                                            p��������CfS���U� Q�Tv��� ����DISC                             1PAMERLTM        QCPUB           AICS                            MGR     AICS    �fS5��˰;5��˰;5���H�5���H�� ���  5���H�AICS            ��QCMACRO   PAMERLTM                                                                                                                                                                                                                                                 10  >************************************                                                                                                                                                                                                                      20  >***  CREATE MEMBER LETTERS FOR  ***                                                                                                                                                                                                                       30  >***   PLAN AMERICA PROSPECTS    ***                                                                                                                                                                                                                       40  >************************************                                                                                                                                                                                                                      50  /LOAD PAMERLTW.QCPUB.CU1                                                                                                                                                                                                                                   60  !!                                                                                                                                                                                                                                                         70  /PRINTER ACCOUNTING                                                                                                                                                                                                                                        80  >                                                                                                                                                                                                                                                          90  >**************************************                                                                                                                                                                                                                   100  >***  PRINT MEMBER PROFILE REPORTS  ***                                                                                                                                                                                                                   110  >**************************************                                                                                                                                                                                                                   120  /PRINT E S FORMC                                                                                                                                                                                                                                          130  >                                                                                                                                                                                                                                                         140  >*****************************************                                                                                                                                                                                                                150  >***  DEFER MEMBER LETTERS TO PRINTER  ***                                                                                                                                                                                                                160  >***  SO LETTERHEAD CAN BE LOADED.     ***                                                                                                                                                                                                                170  >*****************************************                                                                                                                                                                                                                180  /SYSTEM FILE PALETTER;DEV=316,1                                                                                                                                                                                                                           190  /SYSTEM FILE QCLISTF=*PALETTER                                                                                                                                                                                                                            200  /PRINT D S FORMB                                                                                                                                                                                                                                          210  >                                                                                                                                                                                                                                                         220  >************************************                                                                                                                                                                                                                     230  >***  PRINT USED ACCOUNTS TO DISC ***                                                                                                                                                                                                                     240  >************************************                                                                                                                                                                                                                     250  /PRINTER LP                                                                                                                                                                                                                                               260  LINES=1                                                                                                                                                                                                                                                   270  !!F                                                                                                                                                                                                                                                       280  /PRINT F D PAMERLTR                                                                                                                                                                                                                                    C��������(fS���U� W�Z���� ����DISC                             1PAMERLTR        QCPUB           AICS                            MGR     AICS    �fS5����u5����u5���R�5���R�� 22��	�((  5���R�AICS            ��111                                                                                                                                 220       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                                                        7832                                                                                                                                8030                                                                                                                                8076                                                                                                                                (��������r`fS���U� ����pp� ����DISC                             1PAMERLTT        QCPUB           AICS                            MGR     AICS    �fS5���Џ5���Џ5���7�5���7��p����0P�" "  5���7�AICS            �p                 QueryCalc Reports for Credit Unions                                               written by:  Mizzou Credit Union                                                     last update:  01/01/99                                                                                                                                         PLAN AMERICA FORM LETTERS                                                -------------------------------------                                                                                                                                                                                           This file contains important information on the following topics:               **********************************************************************          Report highlights                                                               Files included                                                                  Databases accessed                                                              Download instructions                                                           Restoring files to the HP3000                                                   Customizing the report for the credit union                                     Verifying databases are defined                                                 Updating the database dictionary                                                Troubleshooting common problems                                                 Limited warranty on reports                                                                                                                                                                                                                     Report highlights                                                               **********************************************************************          When MCU first began offering the services of Plan America, we wanted           to get the word out.  But we knew we would have to be selective or the          representative would become inundated.  We felt the first thing we              should do was to identify the best prospects for using this new                 service.  The second thing we wanted to do was send each of the                 prospects a letter outlining the service and follow the letter with a           phone call.  Again, because of the number of members involved, and the          limited amount of resource available to handle them, we wanted to be            able to send out a limited number of these letters each week.  In this          way, we hoped that we could manage the effort and maximize both the             effectiveness of the Plan America representative and the benefit to             our members.  We also wanted to insure that we did not waste time or            effort with duplicate mailings.                                                                                                                                 QueryCalc provided us with an extremely efficient solution.  This               report produces a limited number of customized "form" letters that are          printed on letterhead.  The accounts that are mailed letters are                stored in a pseudodatabase.  Each time a new mailing is made, the new           accounts are added to the list.  In this way, even if the criterion             changes, the same person should not receive a duplicate mailing.  Two           separate detail reports can be created, one without balances which              could be shared with the Plan America representative and one with the           balances for use by credit union staff.                                                                                                                         Note that in this report, the form letter is created in the LAYOUT of           the detail report.                                                                                                                                              A job and macro are included to make running the report easier.  The            job can be added to the schedule to automate the entire process.                                                                                                                                                                                Files included                                                                  **********************************************************************                                                                                           1)  PAmerLtW - QueryCalc worksheet                                              2)  PAmerLtM - QueryCalc macro                                                  3)  PAmerLtJ - job which runs the macro                                         4)  PAmerLtR - ASCII file which stores account numbers                          5)  Readme   - this text file of instructions                                                                                                                  Databases accessed                                                              **********************************************************************          This report uses data from the following databases:                                                                                                                     MEMBRS          [SPECTRUM IMAGE DATABASE]                                                                                                                                                                                               Download instructions                                                           **********************************************************************          Although downloading reports from the web site is quite simple, you             may wish to print these instructions before proceeding.  The procedure          outlined below requires the use of: (i) a relatively recent version of          the Reflection terminal emulator and (ii) either Netscape Navigator             3.0 (or greater) or Microsoft Internet Explorer 3.0 (or greater),               running on any version of Windows (3.x, 95, or NT). If you're missing           any of these pieces, the downloading procedure unfortunately will not           work.                                                                                                                                                                Step 1.                                                                         -------                                                                         Click on the desired download link. Store the self-extracting                   file anywhere you wish on your PC. Its residency on your PC                     will only be temporary. At the conclusion of the downloading                    process, after the files have been successfully transferred to                  your HP3000, this file will be deleted.                                                                                                                         Step 2.                                                                         -------                                                                         Once the file has been downloaded, double click on the newly                    downloaded file. When you press the UnZip button, the file will                 unzip itself and automatically build an AICS directory (folder)                 on the C: drive, with a subdirectory (subfolder) labeled                        Reports.                                                                                                                                                        Step 3.                                                                         -------                                                                         You will now find files in the Reports subdirectory.  The files                 include a Readme.txt file, the report and any attendant macros,                 jobs and ancillary files (see above).  These files are stored                   in Reflection's WRQ protocol (LABEL mode) and must be                           transferred back onto your HP3000 in that format. The particular                version of Reflection that was used to originally upload these                  files was 5.21. It would probably be best to use a reasonably                   similar version.                                                                                                                                                Step 4.                                                                         -------                                                                         Using Reflection, restore the files to your HP3000 using the                    procedure outlined below.                                                                                                                                       Step 5.                                                                         -------                                                                         Once the transfer is complete, follow the instructions below to                 setup the report for your credit union.                                                                                                                         Step 6.                                                                         -------                                                                         Once you are satisfied that the report is working, you may                      delete the self-extracting download file as well as the Reports                 subdirectory and its files from your PC's file directory.                                                                                                       Step 8.                                                                         -------                                                                         Congratulations on a successful download. We sincerely hope you                 will find your new QueryCalc report useful!                                                                                                                                                                                                Restoring files to the HP3000                                                   **********************************************************************           1)  Using Reflection, sign onto your HP3000 to the group and account                the files are to be stored to.  You may use any group or account                you choose.  However, the assumption is that files will be                      restored as follows:                                                                                                                                                      DATA.CU1 . . . . . . TEMPLATES                                                                                                                                 QCPUB.CU1 . . . . . . JOBS                                                                . . . . . . MACROS                                                              . . . . . . WORKSHEETS                                                          . . . . . . ASCII READ FILES                                                    . . . . . . ASCII OUTPUT FILES                                                                                                                                                                                               NOTES:                                                                          ------                                                                          a)  If this group does not exist, your system administrator can                     create it.  This is a handy way of keeping your QueryCalc                       reports separate from the other files on your system.  The                      capabilities that should be assigned are BA, IA and PH.                         The security should be set to Read/Any, Write/AC, Append/AC,                    Lock/AC, Execute/Any.                                                                                                                                       b)  After due consideration, MCU has adopted the following                          conventions.                                                                                                                                                    1)  We created new groups on the CU1 account for our                                QueryCalc reports.  QCPUB is one such group.  In this                           way, groups are used in the same manner that a                                  subdirectory on a PC is used - to help organize the                             files.  Further, the only thing that is stored in the                           group are QueryCalc reports and their related files.                                                                                                        2)  We have adopted a naming convention in which the last                           letter of the name indicates the type of file (e.g.                             W = Worksheet, M = Macro, J = Job).  The only exception                         to this was that we continued using Summit's convention                         of naming templates with a leading "T".                                                                                                             2)  Using Reflection, transfer the files, using LABEL mode transfer.                                                                                            3)  Once the transfer is complete, you may delete the files and                directories from your PC hard drive.                                                                                                                                                                                                            Customizing the report for the credit union                                     **********************************************************************          The following steps should be taken to insure the report runs on your           system.                                                                                                                                                          1)  Modify the job (PAMERLTJ).                                                                                                                                      a)  Speak to the DP supervisor.  They may need to do this for                       you.  You will require access to an MPE ":" prompt, access                      to the group.account where the files were stored and access                     to an editor such as QUAD.                                                                                                                                  b)  Change line 1 to logon to the group and account where the                       files were restored.                                                                                                                                        c)  Change the macro line to read the macro from the group and                      account where the files were restored.                                                                                                                      d)  Add any password formatting your system may require.                                                                                                    2)  Modify the MACRO (PAMERLTM).                                                                                                                                    a)  In QueryCalc, type                                                                     /PROG PAMERLTM                                                                                                                                       b)  Change the line that loads the worksheet to reflect the                         group.account where the worksheet was restored.                                                                                                             c)  Change line 70 to the name of your postscript printer.                                                                                                      d)  Change line 180 to the device number of the printer where                       you will load your letterhead.                                                                                                                              e)  Save the macro by typing "K"                                                                                                                                f)  Exit the macro by typing "E"                                                                                                                            3)  Modify the WORKSHEET (PAMERLTW).                                                                                                                                a)  Load the worksheet.  In QueryCalc, type                                                /LOAD PAMERLTW                                                                                                                                       b)  Change the credit union name.                                                       /S&R "MIZZOU CREDIT UNION" "MY CREDIT UNION NAME" ALL                                                                                                   c)  Change the printer to the name of your postscript printer                              /PRINTER MYPRINTER                                                                                                                                   d)  Page A:                                                                                                                                                        1)  AD30:  The report assumes that only members who maintain                        an average daily balance (ADB) greater than this amount                         will be included.  Change the amount to reflect your                            credit union's minimum limit.                                                                                                                               2)  AD32:  The report assumes that a limited number of letters                      may be generated each run.  Change the limit to reflect                         the maximum number of letters you want to print each time                       the report is run.                                                                                                                                       e)  Page B:                                                                                                                                                        1)  BE53:  Change the name of the person who will sign the                          letters.                                                                                                                                                    2)  BE54:  Change the title of the person who will sign the                         letters.                                                                                                                                                 f)  Save the worksheet.                                                    
                                                                                               /SAVE PAMERLTW                                                                                                                                                                                                                  Verifying the databases are defined                                             **********************************************************************          Unless you have used the database(s) above in other reports, it would           be prudent to verify they have been defined in your QueryCalc                   dictionary.  The process only takes a few minutes and could save you            some trouble-shooting later.  You can verify the databases are                  defined by attempting to open each of them from within QueryCalc.                                                                                                1)  Get into QueryCalc.  From a MPE prompt, type:                                             RUN QCX.QCPROGS.AICS                                                                                                                              2)  Once a blank worksheet has been loaded, type:                                             @OPENDB databasename/password.                                                                                                                        NOTE:  Most SPECTRUM image databases use "LOOKUP" as the                               password, while HP, QueryCalc and CFO module databases                          use "READER" as the password.  Pseudodatabases can use                          any password assigned by the creator.  Try "LOOKUP" and                         "READER" if you receive a password error.                                                                                                            3)  If the database exists, it will be opened.  If it does not exist,               you will receive the following error message, in which case you                 will need to add the database to your QueryCalc dictionary.                                                                                                     The database DATABASENAME isn't registered in QueryCalc's                       dictionary.                                                                                                                                                                                                                                Updating the database dictionary                                                **********************************************************************          If a needed database does not exist, you will need to add it to the             QueryCalc database dictionary.  The procedure varies only slightly,             depending on the type of database to be added.                                                                                                                                                                                                  Adding an IMAGE database                                                        ------------------------                                                        Most SPECTRUM databases and CFO module databases are IMAGE databases.                                                                                            1)  From a MPE prompt, type:  RUN ADDIMAGE.AICS.QCPROGS;PARM=1234               2)  Type:  A   (to add)                                                         3)  Enter the fully qualified database name.  (e.g. MEMBRS.DATA.CU1)            4)  Enter the password.  (e.g. LOOKUP)                                          5)  Type:  E   (to exit)                                                        6)  Verify the database has been added to your dictionary by                        following the steps above.                                                                                                                                                                                                                 Adding a copy of an IMAGE database                                              ----------------------------------                                              You may want to run reports against a copy of a database.  The most             common example is a copy of the MEMBRS database, created at month-end           after dividends are posted.  This database is typically stored on               REPORT.CU1.                                                                                                                                                      1)  From a MPE prompt, type:  RUN ADDIMAGE.AICS.QCPROGS;PARM=1234               2)  Type:  A   (to add)                                                         3)  Enter the fully qualified database name. (e.g. MEMBRS.REPORT.CU1)           4)  Enter the password.  (e.g. LOOKUP)                                          5)  Enter the database synonym (1-16 chars):  (e.g. REPORT)                     6)  Type:  E   (to exit)                                                        7)  Verify the database has been added to your dictionary by                        following the steps above.                                                                                                                                                                                                                 Adding a QueryCalc KSAM database                                                --------------------------------                                                A database denoted above with [KSAM database created by QueryCalc] was          created and opened by QueryCalc.  These databases are created by                simply calculating a report and printing the results of a detail list           report or a storelist into a database via the /PRINTDB command.  You            do not need to do anything, since the macro which automatically                 calculates this report will build the database(s) for you.  For more            information on these databases, see QUERYCALC, ADDITIONAL DOCUMENTS.                                                                                                                                                                            Adding a pseudodatabase                                                         -----------------------                                                         A database denoted above as [Pseudodatabase . . .] allows you to                "read" a file on the HP3000 as if it were a database.  Many times,              this is simply a flat, ASCII file.  Two files are required in order             to define a pseudodatabase of this type.  The first, is the file to             be read.  The second, is a schema file that "maps" the file for the             dictionary.  For example, it might indicate that the first 20                   characters are for the name, the second 20 for the address, etc.  If            a pseudodatabase is required for this report, both of the required              files have been included in the files downloaded.                                                                                                               The process for adding the database to your dictionary is, once again,          straightforward and simple.                                                                                                                                      1)  From a MPE prompt, type:  RUN ADDKSAM.AICS.QCPROGS;PARM=1234                2)  Type:  A   (to add)                                                         3)  Database schema file:  (e.g. DEFTSTDB.QCPUB.CU1)                            4)  Enter the password.  (e.g. LOOKUP)                                          5)  Type:  E   (to exit)                                                        6)  Verify the database has been added to your dictionary by                        following the steps above.                                                                                                                                 For additional information on creating and using pseudodatabases, see           QUERYCALC, ADDITIONAL DOCUMENTS.                                                                                                                                                                                                                Troubleshooting Common Problems                                                 **********************************************************************          Q: "When I try to modify the macro, I receive an error message stating              that the macro does not exist."                                             --------------------------------r`�fS���U� ����ppp����--------------------------------------          A:  You must be signed on to the group and account where the macro was              stored.  Some logon scripts sign you on to specific groups and                  accounts.  If this is not the same group and account where the                  macro was stored, you won't be able to modify it.  You will need                to sign off and then sign back on to the correct group and account                                                                                              Be careful qualifying the macro and then modifying it.  For                     example, you could be logged on to DATA.CU1 and type                              /PROG MYMACRO.QCPUB.CU1                                                                                                                                       The macro would be displayed.  You could make changes to it.                    However, the macro would be saved back to the group and account                 where you are signed on, not the original group and account.  In                the above example, the changed macro would be saved to DATA.CU1.                                                                                                                                                                            Q: "I receive an error message stating that a dataset does not exist                in a database.  However, I am sure the dataset does exist in this               database."                                                                  ----------------------------------------------------------------------          A:  First, verify the database exists in your database dictionary.                  You can do this quickly by closing the database and then                        re-opening it.  If you receive an error telling you that the                    database isn't registered in QueryCalc's dictionary, follow the                 steps listed above to add this database to your dictionary.                                                                                                     If the database is in your dictionary, it may be that the                       database has been modified since the dictionary was last updated.               This typically occurs when a SPECTRUM release is loaded to your                 system. In this case, delete the database from your dictionary                  and then add it back in, following the steps listed above.                                                                                                                                                                                  Q: "I have transferred all of the files to the HP3000.  However, when               I look in the QueryCalc catalog, the report does not show up."              ----------------------------------------------------------------------          A:  Relax.  The file is on your HP3000.  It will not show in the                    QueryCalc catalog until you retrieve and save the file.  To                     retrieve the file, type                                                                /LOAD filename                                                                                                                                           To save the file, type                                                                 /SAVE                                                                                                                                                    Now use the /CAT command and your report will be listed.                                                                                                                                                                                        For macros, type                                                                       /PROG filename                                                                                                                                           To save the file, type                                                                 K filename                                                                                                                                               Now use the /CAT command and your macro will be listed.                                                                                                                                                                                                                                                                     Limited Warranty on Reports                                                     **********************************************************************          *  The reports are distributed "AS IS".  No warranties are made or                 provided by any parties.                                                                                                                                     *  The reports are copyrighted.  Sale or redistribution of the                     reports is strictly prohibited.                                                                                                                              *  The download and/or use of these reports indicates acceptance of                the terms set forth.                                                                                                                                         ���������^fS���U� d�ap[�[�� ����DISC                             1PAMERLTW        QCPUB           AICS                            MGR     AICS    �fS5���a]5���a]5����5����[�`..-[���^^5����AICS            [�[�- V2.00 8 178  199811221999012010:52 ,2��$F8Ѐ � %DAT$2(SYSDATE) �199811229T � %MIZZOU CREDIT UNION �dA��$F8� � %DAT$2(B1,IF(DAY(B1)<15,0,20)) ��19981212C!T � %PLAN AMERICA CONTACT LETTERS �d 6��$F8Ҁ � %DAT$2(B2,-DAY(B2)) �19981130                                    $�$�"                                       "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�>��$ � %"As Of: "+DAT$6(SYSDATE) �
dAs Of: 11/22/98(5�z$ � %E8+" - Page A" �d%PAMERLTW.QCPUB.CU1 - Page A=�t$ � %"RUN TIME: " +HRS$(12) �dRUN TIME: 1:03 PM-�T � %FILENAME: �E6�T � %PAMERLTW.QCPUB.CU1 �0�T � %MACRO NAME: �      $�$�$`                                      "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�6�T � %PAMERLTM.QCPUB.CU1 �.�T � %JOB NAME: �6�T � %PAMERLTJ.QCPUB.CU1 �0"T � %ASSUMPTIONS: �J#T � %Job is streamed to print letters. �M=T � %Dollar Limit reflects desired amount. � � %MACRO NAME: �      $�$�$`                                      "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�LWT � %Letter limit defines desired amount. �.�T � %DATABASES: �*�T � %MEMBRS �#�  � �1T � %SCRATCH DATA �dt)@T � %VALUE �/AT � %DESCRIPTION �t2�r$ � %DAT$6(SYSDATE) �    $�$�$�                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�01/11/981�T � 'Today's Date � -�X$ � %DAT$6(B3) �A12/31/970�T � 'Report Date �,�>NA< �B %DAY(D27) �3�T � 'Days in Month �T*�NCN  �� %10000 �1�T � 'Dollar Limit � � %DAT$6(SYSDATE) �    $�$�$�                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�/��NF6Ap � %D28*D30*100 �D.T � 'ADB Limit �&*NAd �B %50 �1+T � 'Letter Limit �|�nRBB� �B %USING MEMBRS.SHARE-FILE, STORE IN !A ACCOUNT WHEN ACC EQ 1 AND ADB-DAYS>[D31] mP�T � '!A = Accounts with Minimum Savings ADB �E) �    $�$�$R                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�T�TR� �B %USING SETS, DEFINE !B FROM PAMERLTR;TYPE=I2 �B�T � '!B = Previous letters sent �:�:RB9 �B %USING SETS, !C=!A-!B �K�T � '!C = Accounts eligible for letter. �At� R� �B %USING MEMBRS.MEMBER-FILE, STORE IN !D ACCOUNT WHEN ACCOUNT=!C;LIMIT=(D32) q    $�$�R                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�E�$ � %" !D = 1st "+D32+" letters." �T !D = 1st 50 letters.:�RA� �B %USING SETS, !E=!B+!D �N�T � '!E = Previous letters + new letters. �.~T � %PAGE DATA �d(�T � %PAGE �,�T � %CONTENTS � ACCOUNT=!C;LIMIT=(D32) q    $�$�$R                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�%�T � %A �+�T � 'Scratch �%T � %B �%1T � 'Form: 	Letter �%2T � %C �@3T � 'Form: 	Report (no Balance) �%LT � %D �9MT � 'Detail List: Letter �CIMIT=(D32) q    $�$�$�"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�%fT � %E �HgT � 'Detail List: Report (no balance) �%�T � %F �I�T � 'Detail List: Account numbers only �%�T � %G �B�T � 'Form: 	Report (with Balance) �%�T � %H � CIMIT=(D32) q    $�$�$�"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�J�T � 'Detail List: Report (with balance) �2��$ � %DAT$3(SYSDATE) �November 22, 1998.�T � %Sincerely, �5MT � %Harold E. James �-gT � %President �Form: 	Report (with Balance) �%�T � %H � CIMIT=(D32) q    $�$��"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2��T � %PLAN AMERICA is a service of CUNA Brokerage Services, Inc., 5910 Mineral Point Road, Madison, WI Zd9�T � %53705, Member NASD, SIPC. PLAN AMERICA Representatives are also licensed insurance representatives of UdForm: 	Report (with Balance) �%�T � %H � CIMIT=(D32) q    $�$��"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�x4T � %Century Life of America, an affiliate of the CUNA Mutual Insurance Group. qd@T � %PLAN AMERICA CONTACT LIST �D��$ � %"REPORT DATE: "+DAT$3(SYSDATE) �
d"REPORT DATE: November 22, 19989:T � %MIZZOU CREDIT UNION �;��$ � %"RUN TIME: "+HRS$(12) �
d   $�$��"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�RUN TIME: 12:41 PM0�T � *MEMBER NAME �/�T � %HOME PHONE �@/�T � %WORK PHONE �Y��RAd * �E %USING MEMBRS.MEMBER-FILE, FIND WHEN ACCOUNT=!D �C��RCJL * � %REREADING, VAL OF ACCOUNT �+T � %ACCOUNT �R TIME: "+HRS$(12) �
d   $�$�$�"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�&T � %1A �@��Q * � %REREADING, VAL OF NAME �SMITH/MICHAEL F?��Q * � %REREADING, VAL OF SEX �ML��Q * � %REREADING, VAL OF ADDRESS-LINES(1) �8351 S RANGELINE RD@�}Q * � %REREADING, VAL OF CITY �COLUMBIA %ACCOUNT �R TIME: "+HRS$(12) �
d   $�$��"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�A�cQ * � %REREADING, VAL OF STATE �MO?�IRGM�	� * � %REREADING, VAL OF ZIP �N�/$ � %IF$($A4=$"M","MR.",IF$($A4=$"F","MS.","")) �MR.�W�$ � %NAM$("Dear "+A9+" "+SUB$(A3,1,POS(A3,"/")-1)+":") �Dear Mr. Smith:A.�T � %SALUTATION �R TIME: "+HRS$(12) �
d   $�$��"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�i��$ � %NAM$(A9+" "+SUB$(A3,POS(A3,"/")+1,30)+" "+SUB$(A3,1,POS(A3,"/")-1)) wRMr. Michael F Smith(T � %NAME �a��$ � %NAM$(SUB$(A3,POS(A3,"/")+1,30)+" "+SUB$(A3,1,POS(A3,"/")-1)) ~Michael F Smith"C��$ � %NAM$(SUB$(A12,1,POS(A12," "))) �%	Michael �,��$ � %NAM$(A5) �$�$��"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�8351 S Rangeline Rd+TT � %ADDRESS �"o��$GM�	� � %IF$(A8<10000,RJS$("00000"+A8+"0000",9),IF$(A8<100000,RJS$(A8+"0000",9),A8)) o	652018921M�y$GM�	� � %IF$(A15<100000000,RJS$("0000"+A15,9),A15) �	652018921C�_$ � %SUB$(A16,1,5)+"-"+SUB$(A16,6,9) �
65201-8921ael �,��$ � %NAM$(A5) �$�$��"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�>�E$ � %NAM$(A6+", "+A7+" "+A17) �Columbia, Mo 65201-8921'�T � %CSZ �0z��RAd * �A %USING MEMBRS.SHARE-FILE, FIND WHEN ACCOUNT=!D AND ACC=1 AND ADB-DAYS>[AD31] oC��RCJL * � %REREADING, VAL OF ACCOUNT �5+T � %ACCOUNT �,&T � %1A �$�$�$I"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�B��R * � %REREADING, VAL OF SUFFIX �C��RE��� * � %REREADING, VAL OF BALANCE ��D��RFé�� * � %REREADING, VAL OF ADB-DAYS �a�}Q � %USING MEMBRS.MEMBER-FILE, VAL OF NAME WHEN ACCOUNT=[A2] �FSMITH/MICHAEL FU�cRE��! * � %REREADING, VAL OF PHONE WHEN ACCOUNT=[A2] �$�$�I"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�D�IRE�Z�� * � %REREADING, VAL OF WK-PHONE �F�/RBG� * � %REREADING, VAL OF \PHONE-AC\ �G�RBG� * � %REREADING, VAL OF \PHONE-AC1\ �Q;��$ � %IF$(A9=0,"","("+A9+")") �M(573) (T � %H_AC �=��$ � %IF$(A10=0,"","("+A10+")") �A(573)[A2] �$�$�$I"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�( T � %W_AC �a��$ � %NAM$(SUB$(A6,POS(A6,"/")+1,30)+" "+SUB$(A6,1,POS(A6,"/")-1)) ~Michael F Smith(:T � %NAME �Z��$ � %IF$(A7=0,"N/A",A11+" "+SUB$(A7,1,3)+"-"+SUB$(A7,4,7)) �(573) 449-1809,TT � %H PHONE �IF$(A10=0,"","("+A10+")") �A(573)[A2] �$�$�I"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�Z��$ � %IF$(A8=0,"N/A",A12+" "+SUB$(A8,1,3)+"-"+SUB$(A8,4,7)) �(573) 882-8239+,nT � %W PHONE �2�y$ � %RJS$("0"+A3,2) �00*�T � %SUFFIX �*�_NC�d��� �A %A4/100 �+�T � %BALANCE �P&�T@ � %1D �A(573)[A2] �$�$�$�"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�+�ENC�g]F[�f �A %A5/3100 �A1�T � %AVG DLY BAL � &�T@@ � %2D �]��R� * �A %USING MEMBRS.MEMBER-FILE, FIND WHEN ACCOUNT = !E �C��R� * � %REREADING, VAL OF ACCOUNT �T+T � %ACCOUNT �T&T � %1A �73)[A2] �$�$�$�"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�<T � %PLAN AMERICA PROSPECTS �'��$ � %AE9 �
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;��$ � %"RUN TIME: "+HRS$(12) �$�$�"�"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�RUN TIME: 12:43 PM.�T � %ACCOUNT-SF �4�T � 'CURRENT BALANCE �1�T � %AVG DLY BAL �Y0�T � %MEMBER NAME �/�T � %HOME PHONE �/�T � %WORK PHONE �EREPORT �
;��$ � %"RUN TIME: "+HRS$(12) �$�$�$�"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�z��R� * �A %USING MEMBRS.SHARE-FILE, FIND WHEN ACCOUNT=!D AND ACC=1 AND ADB-DAYS>[AD31] oC��RB�X * � %REREADING, VAL OF ACCOUNT �+T � %ACCOUNT �B��R * � %REREADING, VAL OF SUFFIX �C��REE@P * � %REREADING, VAL OF BALANCE �%UN TIME: "+HRS$(12) �$�$��"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�D��RF��N` * � %REREADING, VAL OF ADB-DAYS �a�}Q � %USING MEMBRS.MEMBER-FILE, VAL OF NAME WHEN ACCOUNT=[A2] �VCLEARWATER/REBECCA JOU�cRE��d * � %REREADING, VAL OF PHONE WHEN ACCOUNT=[A2] �AD�IR * � %REREADING, VAL OF WK-PHONE �, VAL OF BALANCE �%UN TIME: "+HRS$(12) �$�$��"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�F�/RB� * � %REREADING, VAL OF \PHONE-AC\ �I�R * � %REREADING, VAL OF \WK-PHONE-AC\ � ;��$ � %IF$(A9=0,"","("+A9+")") �(314)(T � %H_AC �=��$ � %IF$(A10=0,"","("+A10+")") � ( T � %W_AC �E �%UN TIME: "+HRS$(12) �$�$�$I"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�a��$ � %NAM$(SUB$(A6,POS(A6,"/")+1,30)+" "+SUB$(A6,1,POS(A6,"/")-1)) ~Rebecca Jo ClearwaterF(:T � %NAME �Z��$ � %IF$(A7=0,"N/A",A11+" "+SUB$(A7,1,3)+"-"+SUB$(A7,4,7)) �(314) 442-4036,TT � %H PHONE �Z��$ � %IF$(A8=0,"N/A",A12+" "+SUB$(A8,1,3)+"-"+SUB$(A8,4,7)) �$�$�$I"                                     "$�$�$�$�$�$�$�$�6�6�4[6�6�6�2�6�6�6�6�2�N/A$,nT � %W PHONE �2�y$ � %RJS$("0"+A3,2) �00*�T � %SUFFIX �*�_NC��=p��
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<<�6�6�6�6�6�6�6�4�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�2�6[<MEMBRS.DATA.CU1              IM)+*%.(�MEMBRS            QCREPRTD    10  GROUP 1#    40  D,NEWPAGE;SKIPTO 17;NAME,10    50  D,ADDRESS,10    60  D,CSZ,10	    70  D    80  D,SALUTATION,10	    90  DM   100  D,"Current economic conditions have caused many members to ask if",10H   110  D,"Mizzou Credit Union can help them with their investments.",10	   120  D<<�4�$�$�$�$[6�6�4�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�2�6[N   130  D,"The answer is YES.  We have made a new service available to our",10M   140  D,"members through the PLAN AMERICA Center located here at Mizzou",10,   150  D,"Credit Union.",10	   160  DI   170  D,"The PLAN AMERICA Center offers a computer analysis of your",10sO   180  D,"investment portfolio to help you determine whether your money is",10 them with their investments.",10	   120  D<<�$�"�$�$�$[6�6�4�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�2�6[K   190  D,"as well positioned as possible during these difficult times.",10,M   200  D,"Some of the factors taken into consideration are: age, income,",101L   210  D,"net worth, taxation, risk temperament and the time horizon of",10*   220  D,"your investment objectives.",10	   230  DiK   240  D,"Larry Fredette is the PLAN AMERICA Representative for Mizzou",10 their investments.",10	   120  D<<�$�"�$�$�$[6�6�4�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�2�6[O   250  D,"Credit Union.  He will be contacting you in the next few days to",10 K   260  D,"offer you the opportunity to schedule an appointment at your",10LF   270  D,"convenience for the purpose of reviewing your financial",10P   280  D,"situation.  There is no charge and no obligation for this service",10   290  D,"to our members.",10	   300  Dr Mizzou",10 their investments.",10	   120  D<<�$�"�$�$�$[6�6�4�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�2�6[O   310  D,"Again, we are pleased to make the PLAN AMERICA service available",10 P   320  D,"to you.  Larry is looking forward to meeting with you in the near",10L   330  D,"future.  If you have any questions, please do not hesitate to",10   340  D,"give me a call.",10   430  ENDGROUPQCREPRTE    10  GROUP 12    11  H,SKIPTO 3;"@@@",82     12  H,"PAGE: ##",82     20  H,SKIPTO 7 120  D<<�$�$��$�$[6�6�4�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�2�6[/    30  D,UNIFY 3;NAME,10;H PHONE,44;W PHONE,68A.    40  F,SKIPTO 67;ACCOUNT,-74,NUM;"TOTAL",76    50  ONNEWPAGEi    51  H,SKIPTO 3;"@@@",82u    52  H,"PAGE: ##",82     60  H,SKIPTO 7    70  ENDPAGE,    80  ENDGROUPQCREPRTF    10  GROUP 1v    20  D,ACCOUNT,14    30  ENDGROUPQCREPRTH    10  GROUP 1     20  H,SKIPTO 7,82     12  H,"PAGE: ##",82     20  H,SKIPTO 7 120  D<<�$�$�$��$[6�6�4�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�2�6[j    30  D,UNIFY 5;ACCOUNT,-16;"-",-17;SUFFIX,-19;BALANCE,-36;AVG DLY BAL,-50;NAME,55;H PHONE,82;W PHONE,96E    40  F,SKIPTO 44;ACCOUNT,-16,NUM;BALANCE,-36,SUM;"<---- TOTALS",55     50  ONNEWPAGE     60  H,SKIPTO 7    70  ENDPAGER    80  ENDGROUP
^EODLTMPS^^EOQ$^Zoz>YFmOM\e+}]T_ykp+Lnr	d    20  H,SKIPTO 7 120  D<<�$�$�6�6�6�6�6�6��6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�2�6[�accounting                                                                                                                                                                                                       316                                         
^EODLTMPS^^EOQ$^Zoz>YFmOM\e+}]T_ykp+Lnr	d    20  H,SKIPTO 7 120  D<<�"$�6�6�6�6�6�6��6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�6�2�6[^�����������������������STORE/RESTORE-HP/3000.MPEXL  !#� �������B5152AA  C602403/16/010000�������������������������