What is required to change a birthdate on an account? CX Procedure

Manual Demographic Changes (Email Instructions)

CX must provide and request the following information:

Change of Birthdate

Account Maintenance form

Client will include the correct birthday following their name on the Customer/Business Name line

Color copy of valid government-issued ID

Email Template: Demographic Change: Birthdate – Documents Needed (Email Instructions)

Manual Demographic Changes (OLB Instructions):

CX must provide and request the following information:

Change of Birthdate

Color copy of valid government-issued ID

Email Template: Demographic Change: Change of Birthdate (OLB Instructions)