What is required to change a Social Security Number on an account?

Manual Demographic Changes (Email Instructions)

CX must provide and request the following information:

Change of Social Security Number

Provide the client with the Account Maintenance form

Client will include the correct Social Security Number following their name on Customer/Business Name line

Color copy of valid government-issued ID

Color Copy of the Social Security Number

Email Template: Demographic Change: Social Security Number – Documents Needed (Email Instructions)

Attach PDF of Account Maintenance Form

Manual Demographic Changes (OLB Instructions):

CX must provide and request the following information:

Change of Social Security Number

Color copy of valid government-issued ID

Color Copy of the Social Security Number

Email Template: Demographic Changes: Change of SSN (OLB Instructions)

Account Maintenance Form for SSN Change