MOBC
COS
Change of Name
100

How many business days do we allot to request a Move of Business Center?

5 Business Days

100

Who can request a Change of Sponsorship outside of 5 business days?

The account holder or the sponsor

100
Name a reason why a Change of Name Form is required.

To update a mistype of SSN

To update the First or Last Name

200

A member places a member on the inner left leg and wants to move them to the outer left leg on the 7th business day. Can we do so?

No, a form would be required and sent to MS for review.

200
What is the first thing we check when a member requests a 'Change of Sponsorship'?

The enrollment date, to see if it is within 5 business days.

200

Who is able to request a 'Change of Name'?

Only the account holder.

300

Where can you find downline in Exigo?

'Login to backoffice' and then 'Organization' 'Binary Tree Viewer'

or

'Binary Grid'

300

A member says they don't like their sponsors shoes and wishes to change. Is this a valid reason outside of 5 business days?

No.

300

When changing the phone number or web alias is a 'Change of Name' form required?

No, as they can change this in the back office as long as you have proper verification you can proceed with the changes. 

400

If there is a downline within 5 business days, what are the steps. 

Check with a Team Lead

400

A member requests a Change of Sponsorship outside of 5 business days, do we send them a PDF form?

No, we would send them the COS link in Gladly. 

400

A member mistyped their name as Whinney and would like to change it to Whitney within 5 business days, can we can update it without a form?

Yes, no form is required within 5 BD for a misspelling.

500

When a move outside of 5 business days is completed, who completes the move and who charges the fee?

We will be actioned to complete the move. 

Member Success or the Team Lead will complete the payment.

500

A member wants to change sponsors to a sponsor from another tree, is a move required?

Yes, a move would always be required.

500

A member wants to change the name on the account to their spouse, is the considered a 'Change of Name'?

No, this is considered a 'Transfer of Business Center'.