Team
SSO CRT stands for
Specialty Services & Operations Custom Response Team
BPM Writing queue's 'Transactions' filter names (3)
'Date of Death Valuation, Response Mail, Bulkmail'
BPM Editing queue's 'Transactions' filter names (2)
Custom Correspondence Letter and Date of Death Valuation Edit
How many pets does Rob have
0
Number of Infosys off-shore contractors who supported us in total
Total of 10 Infosys agents
SSO Correspondence Data Tracking & Feedback Submission Type
BPM Response Mail
White Mail DOD reports are sent out via
RR Donnelley (Custom Point Print)
What breed of dog does Lilly have
Beagle
Number of Randstad on-shore contractors
7 Randstad contractors
Any activity that happens before the decedent has passed and has not settled until after the date of death of the decedent
Unsettled Activity
SSO Correspondence Data Tracking & Feedback Submission Type
BPM Editing
How many kids does Latrese have
5
Month 5 new-hires (Necole, Meryl, MJ, Lilly, and Latrese) started the role in SSO CRT
January 2026
Purged account writing resouce for finding accrued dividends for mutual funds and Stocks/ETFs
Thompson One (Historical Prices) for Stocks/ETFs
Priority case request must have approvals from
M2 or Manager level
How old is Richard's daughter
4 years ols
Number of new hire that will launch in June, 2026 and their site
2 new-hires (Megha and Paul), both in PA
Name 3 known ticker symbols/ CUSIP that most likely will not show inforamtion unavailable on Beta
BRK/A, ACN, BRK/B, VMMXX, OXYWS, PCRFY, TWTR, WRK, ANET, 0033, 0030, 0066
Record retention policy for Tax forms, statements, and confirmations/ letters
Tax forms: 7 years
Statements: 6 years
Confirmations and letters: 5 years
How old are Kay's daughters
8 and 5 years old