AIMING FOR PFI
WHAT DOES AIM STAND FOR?
WHAT IS ACCOUNTABILITY, INTERGRATY AND MARKET
WHAT DOES THE CUSTOMER HAVE TO HAVE TO BE ENROLLED IN ClickSWITCH?
WHAT IS AN EMAIL ADDRESS OR USERNAME
WHAT KIND OF SIGNATURE IS REQUIRED FROM THE CUSTOMER FOR ClickSWITCH?
WHAT IS AN ELECTRONIC SIGNATURE
WHAT IS THE MAJOR SOURCE OF INCOME FOR THE ELDERLY CITIZENS IN THE US?
WHAT IS SOCIAL SECURITY
WHAT DOES ENR STAND FOR?
WHAT IS ENROLLMENT
WHAT ARE WE AIMING FOR WHEN USING ClickSWITCH?
WHAT IS A WE ARE AIMING TO BE OUR CUSTOMERS' PRIMARY FINANCIAL INSTITUTION
HOW MANY ACCOUNTS CAN YOU ADD TO A USER'S PROFILE ON ClickSWITCH?
WHAT IS MORE THAN ONE
WHAT SHOULD YOU USE FOR THE CUSTOMER'S FIRST AND LAST NAME IN THE DEMO PORTAL?
WHAT IS TEST OR DEMO
HOW MANY DAYS PRIOR TO THE NEXT SCHEDULED PAYMENT CAN YOU SUBMIT THE SWITCH AND THE SS PAYMENT GO IN THE SAME MONTH?
WHAT IS 10 BUSINESS DAYS
WHAT IS THE FIRST GOAL TO ClickSWITCH SUCCESS?
WHAT IS CAPTURING THE DIRECT DEPOSIT
HOW MANY ACCOUNT HOLDERS HAVE ACCOUNTS WITH MORE THAN ONE FINANCIAL INSTITUTION?
WHAT IS 3/4
WHEN USING ClickSWITCH WHICH OPTION IS BEST TO USE WHEN SELECTING A BILLER OPTION?
WHAT IS THE DARK BOLD OPTION
WHAT DO WE NEED TO USE FOR PRACTICING ALL THINGS ClickSWITCH?
WHAT IS THE ClickSWITCH DEMO PORTAL
WHICH SOCIAL SECURITY OPTION REFERS TO DISABITLY BENEFIT PAYMENTS?
WHAT IS SUPPLEMENTAL SOCIAL SECURITY
WHAT FIELDS ARE REQUIRED WHEN SUBMITTING A SWITCH?
WHAT ARE THE RED LINED FIELDS
WHAT CUSTOMERS SHOULD BE ENROLLED IN ClickSWITCH?
WHAT IS EVERY NEW CUSTOMER
WHAT CAN BE USED IF THE CUSTOMER DOES NOT REMEMBER ALL OF THE AUTOMATIC PAYMENTS THEY HAVE HAD SET UP FOR THEIR PREVIOUS BANK ACCOUNT?
WHAT IS SWITCH ASSIST
HOW CAN THE CUSTOMER LOG IN FOR THE FIRST TIME?
WHAT IS A TRACKCODE OR WELCOME EMAIL
HOW MANY GOVERNMENT AGENCIES ARE UNDER THE ENR UMBRELLA?
WHAT ARE 20 GOVERNMENT AGENCIES
WHAT DOES PFI STAND FOR?
WHAT IS PRIMARY FINANCIAL INSTITUTION
TOP OF MIND EQUALS WHAT TO THE CUSTOMER?
WHAT IS TOP OF WALLET
WHAT DOES THE CUSTOMER HAVE TO HAVE TO BE ABLE TO USE SWITCH ASSIST?
WHAT IS THEIR PREVIOUS BANKING ONLINE USERNAME AND PASSWORD
WHAT CAN YOU DO IF YOUR CUSTOMER'S DEPOSITOR DOES NOT POP UP?
WHAT IS CREATE A NEW DEPOSITOR
WHAT DO YOU DO IF THERE IS A REPRESENTATIVE PAYEE?
WHAT IS CLICK THE REPRESENTATIVE PAYEE BUTTON AND ENTER IN THEIR NAME EXACTLY AS IT IS ON THE SOCIAL SECURITY CHECK
WHAT SHOULD THE PRIMARY BRANCH FOR THE CUSTOMER YOU ARE ENROLLING ALWAYS BE?
WHAT IS THE BRANCH THAT YOU ARE ASSIGNED TO