Statement setup review

How to use this window

Use this window to show the list of statements for which the period and format can be changed. Statements for the currently selected account will be displayed.

The statement format can be changed from print to electronic (and vice versa) - the electronic statement format is equivalent to the print format.

The statement format cannot be changed independently for debit card statements. The format depends on the statement format of the account to which the card belongs.

Statement settings cannot be changed in the following cases: :
- previous changes to the specific statement are still being processed;
- an individual period has been set for the specific statement;
- an individual price has been set for the account to which the statement belongs;
- the account to which the statement belongs is covered by the general contract and, at the same time, it is not a current account;
- card statement is not created (you can establish creating of card statements in your KB branch).

See the following table for rules for conclusions of amendments to statements and downloading of statements by clients under 18:
products downloading of e-statements in direct banking making out amendments to e-statements
Child account + term account
  • client under 15: NO
  • client 15 to 18: NO
  • tatutory representative: NO
    		•
  • client under 18: NO
  • client over 18: NO**
    • G2 + term account
  • client under 15: NO*
  • client 15 to 18: YES
  • statutory representative: YES
  • client under 18: NO
  • client over 18: YES

    • *) G2 is provided only to clients over 15
    **) Child account will not be provided to clients over 18

    Description of the window and its elements

    Element Descritpion
    Change button After you select a statement, the Statement settings window appears where you can change the period and format of the statement. If settings cannot be changed for this statement, the button is not displayed or it is gray for such statement.
    Satement group Name of the group the statement belongs to (account statements, card statements, daily/monthly statements of turnovers).
    Cards in statement List of cards within the specific statement.
    Statement period Currently specified statement sending period.
    Statement format Currently specified statement sending format.
    In case this is a card statement that is not created, the "not created" value is specified.
    Delivery of print statement or other delivery Currently specified mode of print statement delivery (mail or personally in KB branch).
    Account under general contract Specification of whether the statement belongs to an account covered by the general contract (if so, its settings may not be changed).

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