myQ
When a Notice of Death case is submitted, this automation restricts accounts and creates the Estate case.
What is Deceased Client Administration (DCA)?
Notes should be written with this audience in mind.
Who are business partners?
When an information request is received verbally, this action is required.
What is documenting the request in Estate case notes?
This digital tool allows eligible inheritors to complete to-do items and track their inheritance progress online.
What is the Inheritance Center (IC)?
These three pieces of information are required to identify a deceased client in DDN.
What are the client's first name, last name, and Social Security Number?
This Estate action removes the case from active follow-up while still allowing digital access and can last up to 180 days.
What is Suspend Case?
To reduce confusion, these should be avoided in notes whenever possible.
What are acronyms and shorthand?
This resource/tool helps determine what information a requestor may receive based on their role.
What is the Estates Information Sharing Tool? [Information Sharing | SharePoint]
After submitting a death notification through DDN, this type of Estate case is automatically created.
What is a Decedent Estate (ES) case?
After an inheritor uploads a document through DU, the associated IN case automatically changes to this status.
What is unpended?
If an inheritor takes no action while a case is suspended, this happens after the 180-day period.
What is Auto-Cancel?
For a processed Retail IN case, this note type documents inheritance details and must be present at minimum.
What is an Inheritor Case Summary Note?
If one beneficiary requests account statements and provides an LOI signed by all beneficiaries, this amount of redaction is required.
What is no redaction?
To access the Inheritance Center, prospects must first complete this process.
What is Schwab credential creation?
These two contact items are required for IC credential creation and two-factor authentication.
What are a valid phone number and email address?
This IN-case action updates the inheritor's customer ID and resets scenario and task selections across all inherited accounts.
What is Update Inheritor Cust ID?
Once entered into myQ or Client Central, notes have this characteristic.
What is they cannot be edited?
If a beneficiary requests pre-death statements for this purpose, the information may generally be provided.
What are tax purposes?
This IC automated email is triggered when all inheritor tasks are completed and the ARS selects Update.
What is Assets Are on the Way?
An inheritor receiving this relationship type is not eligible for the Inheritance Center and will default to DU.
What is a relationship other than spouse or non-spouse individual inheritor?
This non-standard Estate case type is used to process residual transfers after an Estate case has already been resolved.
What is an EN – Residual case?
A processed Retail IN case must contain these four minimum note types:
What is Inheritor Case Summary, Contact, Journal/Account Update, and Case Complete Note?
This information sharing arrangement allows an attorney, tax professional, or financial professional to receive information during the estate process.
What is third-party information sharing authorized by an eligible requestor?
An inheritor’s Inherited IRA account appears as a non-compatible receiving account after using IC. To resolve the issue...
What is the decedent role must be removed and replaced with the decedent’s correct customer ID in Client Central, after which the inheritor case must be closed and reopened to refresh compatibility?
Once all tasks are completed, assets are transferred, and the case is resolved, inheritors continue to have access to this feature containing educational and post-inheritance resources.
What are Post-Inheritance Resources in the Inheritance Center?