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This button is used to take archived forms and create the Customer and Account information for ALL Trustmark associates to access.
What is the Upload button on the "Upload Customers and Accounts" screen?
These are the two options we can select from the drop-down menu on the Enter Signer Information screen.
What are Signature Pad & Wet Signature.
Normally DO creates account numbers for associates, but not for this type of account.
What is Safe Deposit Boxes?
Custodian and Ward are the customer types for this fiduciary account type.
What are the customer types for an UTMA account?
LLC is one description found in the Business Type list of DO for Non-personal.
These are an additional 2 of the most common descriptions, out of all 19 options, found when clicking the magnifying glass on our Verify Applicants page.
What are Corporations & Sole Proprietorship?
Also acceptable are Partnership, Non-Profit Corp, Limited Partnership, Estate, Real Estate Escrow/Trst, etc.
We use this button before pressing Archive when we have supporting documents.
What is the Attach button?
Press the arrow (>) for each account or service added to this box when building a list of products to open in DO.
Example: 5 clicks are needed to add a checking, savings, CD, and two debit cards.
What is the Selected list?
This is the "Relationship Category" for a Safe Deposit Box being opened by a personal customer.
What is SDB(Personal)?
This document is considered an SUPPORTING document that must be uploaded on the Archive Forms screen for Trust accounts.
What is a Legal Approval?
This is a best practice for organizations, and a required step when setting up Non-personal accounts.
What is ALWAYS bring the Organization into session first?
"Walk Me" is a term used instead of the actual name of this button. No matter what you call it, we use it to see tips on how to navigate in the DO application.
What is another term for the "Need Help?" button?
This status occurs on the "Upload Customer and Accounts" screen when an associate forgets to complete all screens, including printing forms and capturing signatures.
What is the Not Ready status?
Customers can pay for their Safe Depot Box in these TWO ways.
What is the Bill Customer or Debit an Account?
Letters of Admin & Letters of Testamentary are the only two options for ID type for this Fiduciary account?
What is an Estate account?
This screen is where we list the individuals connected to the organization with percentages that cannot exceed 100%.
What is the Enter
Customer-to-Customer Relationship
screen?