Forms
What form is completed by a customer to change the frequency for their Recurring Contributions (AIPs)?
Account Financial Features Form (AFF)
What is the minimum amount allowable for customers to establish a Systematic Withdrawal Program (SWP)?
$50
CSR passwords must be at least ____ characters?
8
What are two ways a customer can have the monthly service charge waived for their Fifth Third Checking Account option?
1. Maintain an average monthly balance of $250 or more during their statement cycle
2. Sign up for Paperless Statements
The person with a disability and eligible individual
Account Owner (AO)
What form is to be completed and submitted by employed Account Owner to authorize ABLEnow to accept annual contributions exceeding the ACL?
Employed Account Owner Certification Form (EAOC)
If a customer establishes an SEP, deletes it, and then establishes a new SEP, how many Investment Exchanges is this treated as?
Two
What screen is used by a CSA to update a customer's address, phone number, and email in CSR?
Profile and Documents
With the suffix included, how many digits are in account numbers?
11
This individual will be able to call the plan, receive information verbally about the account and receive quarterly statements.
Interested Party (IP)
What form is to be used to add/replace an Authorized Individual on an account where the Account Owner may or may not have legal capacity?
Authorized Individual Change of Signatory Form (AICS)
A rollover is considered a Financial or Non-Financial Transaction?
Non-Financial Transaction
True or False - CSAs can locate customers in CSR by searching with their Pre Conversion Participant Code
True
What is the final date for customers to enroll in ABLEnow prior to transition
February 27th, 2026
The Eligible Individual named in writing to the Plan by the Account Owner or Authorized Individual, during the Account Owner's lifetime, who will succeed to all allowable right, title, and interest in the account following the death of the Account Owner.
Successor Account Owner
What are the four types of withdrawals that a customer can complete when submitting the Withdrawal Request Form?
- Check
- Bank Account
- Third Party
- Indirect Rollover
If a customer establishes a SWP today with a withdrawal date of the 4th; what will be the first day this transaction is processed?
April 6th
What is the name of the screen used by CSAs to locate a customers uGift code?
Account Owner Overview
Post-conversion, ABLEnow will offer ____ Investment Options.
Five
Formerly known as the Authorized Representative, this person, entity, organization, or agency is designated to act on the Account Owner's behalf
Authorized Individual (AI)
Post-conversion, customers have _____ days to submit discontinued CSP ABLEnow forms?
30
If the Run Day for a SEP is on the 29th, 30th, or 31st and the month does not have that date available - will the transaction occur BEFORE or AFTER the established Run Day?
After
When opening a customer's account in CSR, CSAs will be directed to this page.
Key Data Page
The annual fee for having an ABLEnow account will be assessed at a _________ basis.
Quarterly
Recurring Electronic Fund Transfers are known as ___________
Automatic Investment Plans (AIPs)