8.5 Interest Paid Out Details

User can inquire the details of Interest paid out using the Interest Paid Out Details screen.

To inquire the Interest paid out details:

1. On the Home screen, from IRA Services, click Interest Paid Out Details or specify the Interest Paid Out Details in the Search icon bar.
   The Interest Paid Out Details virtual screen is displayed.

   Figure 8-9 Interest Paid Out Details

   
   

   
   Description of "Figure 8-9 Interest Paid Out Details"

   
   
2. Select the appropriate option from the Search by field.
3. Perform the required action, based on the option selected from the Search by field.
   The existing Interest Paid Out Details are displayed.

   Figure 8-10 Interest Paid Out Details Data

   
   

   
   Description of "Figure 8-10 Interest Paid Out Details Data"

   
   

   For more information on fields, refer to field description table below:

   Table 8-5 Interest Paid Out Details – Field Description

   Field	Description
   Search By	Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Other search options available in the Search by field are Customer ID, Tax Identification Number, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If Tax Identification Number, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If Tax Identification Number is chosen as the search criteria, then the adjacent field would display the label as Tax Identification Number.
   Start Date	Select the start date to view interest paid out transactions.
   End Date	Select the end date to view interest paid out transactions.
   Search	Click the Search button to fetch and display the interest details based on the selected date range.
   Total Interest Amount	Displays the sum of all interest payouts for the selected account and date range
   Transaction Date	Displays the date of the interest payout transaction.
   Interest Rate	Displays the interest rate applied to calculate the payout for the given transaction.
   Interest Amount	Displays the monetary amount of interest paid out in the transaction.
   Payout Account	Displays the account to which the interest was paid out.
   Payout Mode	Displays the method used to pay out the interest.
   Reference Number	Displays the unique reference or transaction number for tracking the interest payout.