RA
Documentation must show these things for substantiation
What is the Fab 5?
1000 dollars extra
What is the catchup fund?
I can easily pull templates from this location in Salesforce.
What is the Quick Text?
Fee schedules can be found here
What is coverage information?
Members can only invest over their minimum ____
What is threshold?
Looking on this screen will show how the ER has defined an RA account
What is the Plan Details Screen?
The minimum year that currently eligible people were born in to make the catchup contribution
What is 1967?
Reason for card reorder:
Who needs a new card:
Last 4 digits of card being replaced:
What is the Red Flag Card Order Template?
When completing Red flag verification, cases should be assigned to ______.
This is a tool for aligning member investments with their goals.
What is rebalancing?
Return of reimbursement account overpayment, offsetting, taking funds from future expenses
What is recoupment?
Who is eligble for distributions
Suspected card fraud:
Transactions authorized by member/requesting card unblock:
Member account number:
Salesforce case number:
Last four of card number:
Did you review suspected card fraud case notes:
Declining at pharmacy:
Is it mbrs main pharmacy:
List of the transactions mbr verified:
What is the Suspected Card Fraud Template?
Four points must be read off before completing _____.
What is card activation?
This mode can be used to give members advice without making trades for them.
What is Advisor GPS?
The publications that define an FSA
What are publications 969 and 502
What is a QME?
First Name:
Last Name:
DOB:
Email:
Contact number:
Last four of ssn:
Employer name:
Health plan name:
Effective date:
Plan Types:
What is the missing enrollment template?
-Contribution Limit
-Benefit
-How to Increase Contributions
-Selecting Contribution Campaign Marble
What are the steps to participate in the Contribution Campaign
Members can find detailed information on how their investments are doing on this tab.
What is the Portfolio Performance tab?
True or false: DCRAs can be used to pay for expenses ahead of time. Explain.
What is false? DCRAs can only be used to pay for expenses that have already been incurred.
Hypnosis, hydrogen peroxide, and orthopedic shoes all have ____ in common.
What is requiring an LMN?
-Member ID/Case Number:
-Brief description of the issue:
-Steps were already taken to resolve and the call back number
Supervisor template
Team Member: I have a security question for what is the make and model of your first car.
(2001 VW Jetta)
Mbr: Jetta
What is an incomplete security question answer?
Total Value = shares held x closing price
What is closing value?