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Tag: Beneficiary

How to remove a beneficiary from an account in Horizon XE?

September 23, 2022
November 29, 2023
Account Maintenance, Beneficiary, CST Customer Service Tool, Customer Experience, Horizon, Standard Operating Procedures
Beneficiary, Horizon XE, remove, remove beneficiary

What is required to remove a beneficiary from an account?

September 23, 2022
November 28, 2023
Account Maintenance, Beneficiary, Customer Experience, Standard Operating Procedures
Beneficiary, Delete, remove, remove beneficiary

What entites can be added as a beneficiary?

September 23, 2022
November 22, 2023
Account Maintenance, Beneficiary, Customer Experience, Standard Operating Procedures
Beneficaries, Beneficiary, Business, entitiy, Entity, Estate, Type of Beneficiary, Types of Beneficaries

Can a beneficiary be a non-US citizen?

September 15, 2022
November 22, 2023
Account Maintenance, Beneficiary, Customer Experience, Standard Operating Procedures
Beneficiary, non us citizen, us citizen

Is there documentation to provide a customer with to confirm the beneficiaries listed on their accounts?

September 12, 2022
November 27, 2023
Account Maintenance, Beneficiary, Customer Experience, Standard Operating Procedures
Beneficiaries, Beneficiary, documentation, Notification, Verifying beneficiaries

Is the approval of all account holders required for a request to add a beneficiary when there are multiple account holders?

September 12, 2022
November 27, 2023
Account Maintenance, Beneficiary, Customer Experience, Joint Owner, Standard Operating Procedures
Approval, Beneficiary, Joint account requesting a beneficiary, Joint owner, Multiple Joint Signers

Can a joint owner be added as a Beneficiary?

September 12, 2022
November 27, 2023
Account Maintenance, Beneficiary, Customer Experience, Joint Owner, Standard Operating Procedures
Beneficiary, Joint owner as beneficiary, ownership

What documentation is required from the beneficiary upon the passing of the account holder?

September 12, 2022
November 27, 2023
Account Maintenance, Beneficiary, Customer Experience, Standard Operating Procedures
Beneficiary, death, documentation, Original Death Certificate, passing, Sole Owner Passed

Can a beneficiary request account information?

September 12, 2022
November 27, 2023
Account Maintenance, Beneficiary, Customer Experience, Standard Operating Procedures
Account Access, Beneficiary, Beneficiary requesting account information, beneficiary rights

What is the waiting period required after opening an account before a customer can add a beneficiary

September 12, 2022
November 27, 2023
Account Maintenance, Beneficiary, Customer Experience, Standard Operating Procedures
Adding a Beneficiary, Beneficiary, waiting period
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