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Agenda

December 6, 2006      2pm EST

Introduction & Welcome to First TeamStar Conference Call

 

Explanation of Call Structure & Expectations

 

General Changes

-Issue Audit By Issuer

-Display Certificate Escheat Date/Effective Date

-Collect Cash for All Institutions

-Total Holder Ability to Include/Exclude Certain Information in F6 Format

-Streamlined Replace Certificate Function

-Research Batches Based on FEDEX/UPS & SCL Numbers

-Total Holder Denotes if Holder was Consolidated

-New Words for 1099I

-Audit Holder Notes Information Changed in Regards to Email/Phone

-Enable Scanning for Holder Notes

-Frequent Statements

-Categories for Display Purposes Only on Fee Bills

 

New Excel Capable Reports

-Proxy List in Excel Format

-Fee Renewal Report in Excel Format

 

New Activities

-F2 Plug Amount Activity

-F2 Outstanding Check Notice Activity

-Multi-Doc Template Editor Project

 

Time for Questions/Comments

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Participants:    
Bank of New York

Commerce Bank

First Citizens Bank

First Citizens National Bank

First-Knox National Bank

First National Bank in Sioux Falls

First National Lincoln Corp

Hancock Bank

Hastings City Bank

Hudson Valley Holding Corp

Huntington National Bank

NBT Bancorp

Northland Securities

The Peoples Bank

Security Bank

Somerset Trust Co

Union Bank & Trust Co

 

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Questions/Comments Contact:  Jon Ichter

jichter@tspartnersinc.com for more information