Account Maintenance
When an address is changed, the confirmation would be sent to this address.
Old and new address
A ppt needing to process a withdrawal would have to be this Tier.
Tier 2
A ppt would do this type of transfer if they want to move some of their money from Fund A to Fund B
Fund to Fund Transfer
You would click on this in PSR to look up a task
Search
You must confirm this on every call when you process an account maint4enance change, indicated by getting a confirmation number
Address
When going through alternate security, in addition to their name, you would have to verify what pieces of information?
Address & DOB
This is the name given to the sheets that have performance and other data on investments.
Fun Fact Sheets
You would click on this in PSR to create a task
Research
When typing out an address, it's best to have all this letters typed out as this
Capitalized
A ppt wanted to move their money around with an investment change would have to be this tier
Tier 1
You would go to this section in KM if you want to check plan rules related to investment transactions
Money Management
In addition to choosing a task description, you would also have to choose this, which has has a drop down menu that is different depending on what you choose for the task description.
subtopic
When adding 3 beneficiaries, the percentage points would be this for each person, when trying to get them as equal as possible.
33%, 33%, 34%
A ppt wanting to change their contributions around and look to see what beneficiaries they have on file would have to be this tier
Tier 1
Out of the 4 different types of money management transactions, a terminated ppt wouldn't do this transaction.
Future Investment Elections
This is the name of the job aid you would use to see what task description you need to choose when creating a task.
Task Manager - Request Matrix
If a ppt wants to add a primary beneficiary, other than their spouse, they have to fill out this first.
Spousal Consent Form
You can provide the full phone number to a ppt if they are this tier.
Tier 2
You would go to this tab in the inquiry screen if you want to compare performance on different investments
Balance by Comparison
You would choose this task description for someone who needs a copy/duplicate of their statement
STMTSCONF