Get Customer Analysis Statement - First Tennessee Bank

Filling out the Customer Analysis Statement for First Tennessee Bank can seem daunting, but with this comprehensive guide, you will find the process to be clear and straightforward. This guide offers step-by-step instructions to help you accurately complete the online form.

Follow the steps to accurately fill out the Customer Analysis Statement.

1. Click the ‘Get Form’ button to download the Customer Analysis Statement and open it in your preferred online editing tool.
2. Provide the customer's name in the designated field to ensure accurate identification.
3. Enter the contact information for the relationship manager. This includes their name, phone number, and any relevant address details.
4. Fill in the customer address, including the city, state, and ZIP code. This information is crucial for maintaining accurate records.
5. Input the key account number, which uniquely identifies the account linked to the Customer Analysis Statement.
6. Complete the earnings credit rate and average ledger balance sections. Ensure the values are accurate based on your account's financial history.
7. Detail the positive and negative collected balances as well as the average collected balance to provide a complete financial picture.
8. For reconciliation, document the balance amount, average positive collected balance, and any reserves required.
9. List the compensation balances and balance available for services clearly to outline any account charges and credits.
10. Summarize bank fees and services used, including details on unit prices and volumes. This will help ensure clarity on what has been incurred over the reporting period.
11. Review all entered information for accuracy. Ensure there are no typographical errors or omissions that could affect the statement.
12. Once all fields are completed, you can save your changes, download the completed statement, print it, or share it as needed.

Begin filling out the Customer Analysis Statement online today to ensure your banking needs are accurately represented.