How to change a phone number on an account? – CX Procedure

CX must review the Account Maintenance Form and the provided supporting documents to ensure it’s accepted within the Policy Standard

Name on the Account

Account Number

The signature on the Form matches the Signature on the ID provided

ID is Valid (not expired)

Signature matches continue with the client’s request

Signature does not match, ask the client for a selfie holding their ID

No signature on the ID, ask the client to provide an ID that has a signature on it

CX Procedure: Change Phone Number