Personal CIF
The 3rd step in the new account process.
What is Create the Account?
What does IRA stand for?
What is Individual Retirement Arrangement?
The signer on a personal account not authorized to make revisions.
What is an Agent?
The daily limits for customer POS and ATM transactions.
What is $510.00 and $5000.00?
What does the 19 at the end of CONVID stand for?
What is the year of the first case detected?
PEP is a required field to complete during the creation of a personal CIF, what does PEP stand for?
What is Politically Exposed Person?
The two accounts used to open up an IRA.
What is CD and MMA?
Review all ______, _______, and ________ on the account before making a revision.
What is Memos, Alerts and Cautions?
The system used by bankers to ensure a debit card will be printed.
What is Card Wizard?
The country that had the first case detected.
Who is China?
Security words are required when creating a CIF, how many characters are allowed in that field?
What is 30?
Recently the RMD (required minimum distribution) age limit changed, what is the new age limit?
What is 75 Years Old?
The documentation required from a living signer willing to be removed from a account.
What is a Customer Deletion Form?
The method used by customers to activate their debit card.
What is the 1-800 number?
The famous actor from "You've Got Mail' who was diagnosed with the virus.
Who is Tom Hanks?
The verbiage entered under the ID number field when creating a CIF for a minor.
What is Minor?
Contributions are accepted at anytime on these types of IRA accounts.
What is MMA and Variable Rate CDs?
The documentation required when a signer is being removed due to death.
What is a Death Certificate or Letters of Testamentary?
The card limits for a Private Bank customer on a POS and ATM transaction.
What $7500.00 and $1010.00?
That beer company that was used to mock the virus on social media.
What is Corona?
When a customer does not have has military affiliation, the option selected under the preferred customer field.
What is Civilian?
The chart used by IRS to calculate when a persons RMD will need to be taken.
What is the Life Expectancy Chart?
The option selected at the top of Aperio on a customer's CIF, when making a revision.
What is Amend Account?
The request method used by bankers when needing to order a replacement card due to damage.
What is an SDE ticket?
The childhood songs referenced by many to singer that ensures you wash you hands for an appropriate amount of time.
What is "If Your Happy and You Know it" & "The Wheels on the Bus"?