NIGO Navigation
When there is an issue with the information on a form, I should always look at this?
What is the form on BPM?
The reason I would get two tax forms for the same account
Transitioning the account
This agency type can be fully granted online
What is Limited?
I need help changing my dividends so I get a check in the mail
What is investments?
This is the first resource to check when you are unsure about a call
What is the JOB?
The "view" option to choose when trying to view a document or form within AWD?
What is View Source?
This special number that Turbo Tax is requesting from my tax form
What is the document ID?
This person is the only one allowed in the organization to access the account online
What is the authorized e-signer?
Client needs to replace a distribution check from their IRA
What is retirement
What is the Add a Bank tool?
What is Airbill or Document Metadata?
This journey can get a tax form for someone who passed away
What is COO?
Advice clients call in concerning loss of agency a lot when this happens
What is offboarding from Advice?
Client needs help registering their 403b online
What is foundational?
Use this to request a paper form be sent to a client
What is the Journey Template Tool
After getting verbal confirmation from the client, this is the next step I should take
What is leaving a comment on the case?
Disputes over 1099-R, 5498, 990-T, & K-1 Forms can be handled by this journey
What is Retirement?
You don't need to come to JSS to get this agency back via BPM case
What is restoring agency after transition?
Client wants to know why their 1099-R reflects a different amount than what he distributed in the prior year
What is retirement?
When there is an issue with a form that was already processed, this is the best thing to submit
What is a COSC case?
Vanguard stopped using AWD the same year the most recent FIFA World Cup was wrapping up
What is the year 2022?
It's not coach, but its the only way a duplicate tax form travels
What is first class mail?
Clients will need these non-relatives to help them with the Full Agency form.
What are two witnesses?
Client has questions about what happens to his account if he and his partner pass in an auto accident
What is COO?
Use this when you need help with eligibility on transitioning accounts
What is the VBA Transition Tool?