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Tag: Dormant

How to locate Dormant Letters sent to Client

March 6, 2023
March 29, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Dormant or Inactive Status, Document Requests, Special Request
Dormant, Dormant Account, dormancy, Dormant Letter

What is needed to remove a Dormancy from a Client’s Account?

December 19, 2022
December 20, 2022
Customer Experience, Standard Operating Procedures, Account Maintenance, Dormant or Inactive Status
wet signature, Dormant, Inactivity, dormancy, Inactive Account, Letters, Notarized

What to do if a client is disputing a Dormant Account?

December 19, 2022
December 20, 2022
Customer Experience, Standard Operating Procedures, Account Maintenance, Dormant or Inactive Status
Dormant, dispute, disputes, Dormant Account, Inactivity, dormancy

Are Clients notified when an account goes Dormant due to inactivity?

December 19, 2022
December 20, 2022
Customer Experience, Standard Operating Procedures, Account Maintenance, Dormant or Inactive Status
Dormant, Dormant Account, Notification, Inactivity, dormancy, Inactive Account, Letters

Can a dormant account be closed with a zero (0) balance?

November 17, 2022
January 26, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Dormant or Inactive Status
Dormant, Close account, Dormant Account, close dormant account, close dormant acct

Can a demographic change be submitted and completed if the account/profile is restricted?

September 14, 2022
December 14, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Demographic Change, Fraud, Restrictions/Holds
Restricted, Dormant, Demographic Change, Restricted accounts needing account maintenance

What does Dormant/Inactive mean?

September 13, 2022
April 18, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Dormant or Inactive Status
Dormant, Inactive, Inactivity
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