Can you authenticate me?
The highest level of security at Vanguard
What is Voice Verification
What (Who) is Oscar?
What does IRA stand for ?
What is Individual Retirement Account
What is Vanguard's DTC number?
What is 0062?
What site is Bre located in?
What is Charlotte, NC?
The specific caller authentication article you can use to see if a given answer is an acceptable one is
What is Good judgement
What is the name of the database that shows contrafirm requirements?
What is the timeframe that we quote to the client for a Rollover?
What is 2-4 weeks?
What is Non Acat?
This is the name of our Training Admin.
Who is Thomissa (Burchfield)?
The number of ASQs that must be answered
What is 2
What is the name of the tool that you utilize to see if Vanguard can hold a mutual fund?
What is the Fund Access tool?
How long do clients have to complete an indirect rollover?
What is 60 days?
What type of securities cannot be transferred via PTF?
What are stocks, ETFs, or cash?
How long after a transfer is completed, does the contrafirm have to send over the cost basis information?
What is 15 days?
It is the secret password created by the client ONLY for when they call in
What is enhanced security password
What is the name of the hub in Infowave that will answer MOST of your concerns for incoming transfers?
What is the TOA hub?
What is the document called that tells the contrafirm that we will accept the accepts coming over for a rollover?
What is a LOA or letter of acceptance?
What is the other security type that can only be transferred via NonAcat in addition to a bank CD?
What is an annuity?
What is the outgoing transfer fee for an outgoing PTF transfer?
What is $0.
The four ASQs
What is date of birth, email address, account number, and address of record
What is the name of the system that is used to check the status of an ACAT or PTF transfer?
What is Thomson?
What department will handle an internal rollover for $56,940.
Who is Participant services?
What are the requirements to transfer a SIMPLE IRA to a Traditional IRA
What is the simple must be funded for 2 years before it can be moved.
What is the name of the insurance that is provided for brokerage accounts?
What is SIPC insurance?