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Category: Document Requests

How to locate Dormant Letters sent to Client

March 6, 2023
March 29, 2023
Account Maintenance, Customer Experience, Document Requests, Dormant or Inactive Status, Special Request, Standard Operating Procedures
dormancy, Dormant, Dormant Account, Dormant Letter

Mortgage Statement Request

November 9, 2022
November 9, 2022
Customer Experience, Document Requests, Mortgage, Standard Operating Procedures, Statements

Can I set up online/electronic statements?

October 26, 2022
October 26, 2022
Customer Experience, Document Requests, Standard Operating Procedures, Statements
delivery settings, E-Statements, electronic statement, online banking, online statements, statements, webadmin

Paper Statements and E-Statements (Online Banking)

October 19, 2022
October 24, 2022
Customer Experience, Customer Tools, Document Requests, Online Banking Portal, Standard Operating Procedures, Statements
e-statement, estatement, paper statement, Statement, statement delivery

Can a stop be placed on an ACH debit?

October 7, 2022
October 13, 2022
Account Maintenance, Customer Experience, Horizon, Money Market, Special Request, Standard Operating Procedures
ACH, Stop Payment

Do we offer Account Verification letters?

September 29, 2022
September 30, 2022
Account Maintenance, Customer Experience, Document Requests, Mantl, Special Request
acct verification letter, verification letters

Is there a fax number we can provide customers?

September 29, 2022
September 30, 2022
Customer Experience, Document Requests, Special Request, Standard Operating Procedures
fax

Who will receive a 1099 form?

September 29, 2022
January 31, 2024
CDs, Customer Experience, Document Requests, Horizon, Interest, Standard Operating Procedures, Tax Forms
Joint Owner Hubspot

When is the 1099 form mailed out?

September 29, 2022
February 2, 2024
CDs, Customer Experience, Document Requests, Horizon, Interest, Money Market, Standard Operating Procedures, Tax Forms
1099, 1099 request

How to retrieve the 1099 form.

September 29, 2022
October 25, 2022
Customer Experience, Document Requests, Image Center, Interest, Standard Operating Procedures, Tax Forms
1099, 1099 request
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