Foundational Basics Bingo

This bingo card has a free space and 24 words: Guide client through the Electronic Bank Transfer Form and explain signature requirements (client is not web registered)., Assist client with generating a Balance Verification Letter., Transfer a NIGO client to FNDS_MTM_NIGO queue and explain what can and cannot be disclosed., Authenticate the client and guide them through the digital process to update mailing address., Client needs to update security code phone number, Use the digital objection script and offer to stay online to assist clients before requesting a paper form., Confirm e-delivery status and walk through the digital or verbal consent process., Explain the 2-3 business days micro-deposits and 7–10 day redemption hold and verification steps for linking a bank manually., Provide the International Wire Service Form and explain Medallion Signature Guarantee (MSG) requirements for adding an international bank., Submit a CMS intake form or RePAIR ticket based on findings., Explain only the primary owner can make changes or enroll in services., Guide client through the steps to resolve CIP freeze after verifying client’s identity., Use the Restore Account Access SW and position digital pathways., Confirm e-consenter status and explain Intelledox and signature requirements when adding a bank to an organization account., Client with rejected ACH transaction called, review BPM notes and advise contacting their bank for clarification., Client is reporting a death., Client is establishing beneficiaries., Client is editing beneficiaries., Client has a joint account and learns beneficiaries are not allowed., Client has an IRA and is restricted due to RPO or address hold., Client is calling about a lost or stolen check, Client is lite-registered, Client’s security codes are locked and Client is sent Restore Account Access Form.

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