Direct access allotment instructions

This document explains how to start a Direct Access allotment to pay monthly CGTLEA dues. Please click here to download a .PDF version

Procedures

Step

Action

1

Sign into Direct-Access: https://portal.direct-access.us/

2

Select Allotments link from the Employee Tasks listing on the home page.

Self-Service --> Portal

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3

The Allotment Summary page will display.

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Click the Add Deduction link at the bottom of the page to continue.

4

The Allotment Information page will display. Select the allotment type to start from the Element Name drop-down list.

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5

Complete the allotment details.

  • Amount and Begin Date fields are required for all allotment types.

  • Amount: Enter amounts in dollars and cents without a dollar sign. Example: Ten dollars is entered as "10.00" - Upon saving, the amount will change to 10.000000.

  • All Begin Date fields must use the 1st of the month.

  • End Date fields (not required) must be the last day of the month.

Association Dues Type

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Note 1: Leave "End Date" blank for recurring dues; Note 2: CGTLEA monthly membership is $5. Any amount more than $5 will be donated to the CGTLE Foundation to support benevolence funds (Emergency Assistance Fund, Nate Bruckenthal Memorial Scholarship, etc.)


For example, if a member enters an amount of $20, then $5 will be applied to CGTLEA monthly membership dues and $15 will be donated to the Foundation.


You also get a free CGTLEA T-shirt for any allotment of $10 or more a month.

6

Click the Save Deduction button at the bottom of the page.

7

The allotment summary page will display. Verify the new allotment appears on the list correctly. If you notice an error, you can click the Edit icon next to the new allotment, correct it and save the deduction again.

8

Please email a screen shot of you allotment summary page to membership@cgtlea.org to confirm your allotment.


Thank you for your continued support of the CG TLE Association and Foundation!