01 Jul 2015

Encrypt Interim Statements Using Adobe Acrobat

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Did you know? All bank statements — including Interim bank statements — that are sent to the UST must be encrypted or account information must be redacted in order to ensure any sensitive information is protected. Luckily, electronic month-end bank statements are automatically encrypted when delivered into your BMS case administration software.

For interim statements, you can easily generate them yourself through the BMS MyResources client portal at any time. When you need to send the interim statement to the UST, you can use Adobe Acrobat to encrypt the file before it is sent by following these simple steps:

  1. Open your interim statement PDF file in Adobe Acrobat.
  2. Click on the “Tools” button on the top right, then under “Protection > Encrypt” click on “2Encrypt with Password.”Encrypt-1
  3. When the “Password Security – Settings” dialog box appears, check the box “Require a password to open the document,” then type the desired password. (This field is case sensitive.)Interim-2
  4. Click “OK,” then enter the password again to confirm.Interim-3
  5. Click on the “File” menu and then choose the “Save As…” option to save the file with your encrypted password.

    Encyprt-2

Now, when you (or anyone else) tries to open this file, Adobe Acrobat will prompt the user for the password.

Please note: When sending encrypted files via email, never include the password in the same email as your password-protected file. A best practice is to send the file in one email and the password in another email.

If you have any questions about encrypting your interim bank statements, please feel free to contact the BMS Banking Center by email or call (800) 634-7734.

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