What is required to add/change an email on an account? – CX Procedure

December 4, 2023
December 4, 2023
  • CX must provide and request the following information:
    • Change of email address
      • Provide the client with the Account Maintenance form
        • The client will need to provide a color copy of a valid government-issued ID
  • Email Template: Demographic Change: Email Address Change – Documents Needed

Account Maintenance Form: Email Address Change