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Message Template- Joint Signer Information Needed

September 21, 2022
September 26, 2022
Customer Experience, Standard Operating Procedures, Account Maintenance, Joint Owner
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Good Morning/Afternoon (Client First Name, Client Last Name),

Thank you for contacting us. To finalize your joint signer request, we require the following information:

  1. Joint Signer’s Occupation (If retired, please provide the previous occupation)
  2. Joint Signer’s Mother’s Maiden Name
  3. Color Copy of your I.D. and your Joint Signer’s I.D.

Best Regards,

CX Representative