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What is required to change/add a phone number on an account? – CX Procedure

November 29, 2023
December 14, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Demographic Change
Phone number, Phone number change, Unable to access Online Banking, CX Procedure
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CX must provide and receive:

  • The completed Account Maintenance Form
  • Color copy of a valid government-issued ID

Email Template: Demographic Change: Phone Number Change – Documents Needed (Email Request)