PNCWM

Forms

100

Client needs to schedule a re-occuring annual RMD

Periodic Distribution Request (SWP Qualified)

200

Client wants her son to be able to trade ONLY in her account

3rd Party Trader Authorization 

300

Client wants to add her daughter as a secondary contact

Trusted Contact

400

Client wants to add a beneficiary to Non-Qual

TOD Conversion/ Bene Successor

500

Client wants to add her husband as a joint owner on her brokerage.

New Account Application Kit

Emails

100

M7V Clients wants to talk to an advisor about her annuity

PNCWM ISG TEAM

200

Non client called to report dads JS8 passing and claim account

PNCWM ISG ESTATE

300

Clients OLB was compromised and wants to add security to his brokerage

PNCWM RISK

400

Client is unhappy with his current FA and wants a new assignment

PNC ISG ESCALATION

500

Non client is looking to open up a new investment account

PNCWM ISG TEAM

Call Transfers

100

Client is locked out of OLB for too many attempts

OLB Tier 2

200

Client is upset and wants to complain about service on the account

Escalation Call

300

Client wants to get balance on her interest checking

PNC Bank Customer Service

400

Contra rep is calling to check the progress on a TOA

ACAT Information

500

Client prefers to communicate in Korean

Language Line

Account Activity

100

What is this clients OLB user ID 
005-827147 

jmack71015

200

What is the Annuity Contract Number

005-554930

3300432699

300

What is the phone number for the FA

005-473631

954-745-5516

400

How much does the client have left to max her contribution 

005-303444  

7,600.00

500

What is the CUSIP for LINIX

005-554054

066923814