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CD Closeout

When can a client send us a CD closeout request?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, CDs, Quality Assurance, Retention, CDs
CD, Close CD, Penalty, Maturity, Date, CD close out, Ten day, Grace period
Edit Article
  • During the penalty phase
  • One month before the maturity date
    • Title Hubspot Ticket:  Maturity Date – CD Close-out – last four digits of account – [Clients Name]
  • Within the ten-day grace period upon maturity
    • Title Hubspot Ticket:  Maturity Date – In Grace Period – CD Close-out – last four digits of account – [Clients Name]