General Information
Document that accompanies the Lease and is required to be signed and completed anytime you open or revise a business box.
What is a Resolution?
The two user fields when opening a box on Aperio.
What is "E" for Employee and "D" for deputy?
The tool in Signature you can use to calculate the number of days left in a customer's term.
What is the Date Calculator?
The amount of time a box can be delinquent before the customer is sent a notice that it will be drilled in 60 days.
What is six months?
This is the form that you can mail to a new customer being added to a safe deposit box.
What is the CIP Information form?
The Set Up/Transfer fee.
What is $10?
The relationship code that a Deputy would receive.
What is AGT?
The subsystem on Fiserv Signature used when you need to conduct maintenance on a box.
What is the Value Added Products Subsystem?
What is written on the back of an Access ticket.
What is all customer visitors?
Four items that must be provided when a customer opens a box (not including the disclosures and privacy/fee statements).
What are keys, key holders, copy of lease, and Inventory Form?
Since safe deposit boxes are not FDIC insured, this is what a customer must do to insure their contents.
What is add to homeowners/renter's insurance?
The icon at the top of Aperio in the ribbon that you would select when removing an AGT from a box.
Amend Relationships
This is the anniversary date for all boxes opened prior to September 04, 2003.
What is June 30th?
What the locksmith and cleaning crew sign when they visit the vault.
What is the Non-Customer Entry Log?
The status of a closed box that has not yet been serviced.
What is Surrendered?
Employees are entitled to this dollar amount as a discount for a safe deposit box.
What is $35.00?
What you put in the next due date field.
What is today's date?
This is the report that will display any changes made to safe deposit boxes.
What is the Maintenance Report found on Nautilus?
What is placed on the lease and on the box when a box is delinquent in payment.
What is a caution tag and key plug/key hold signal?
The status of a box that has been serviced and is ready to be used by the next customer.
What is Vacant?
The drilling fee.
What is $200?
This is the account ownership for a box with multiple owners.
What is Multi Party w/ Survivorship?
The grandfathered checking accounts that provide a 50% off discount.
What is the StarRelationship or Stars & Stripes?
The key word mentioned in The Fundamentals DVD when it comes to access.
What is Consistency?
The two things done to a lease when a box is closed.
What is signing the surrender/termination clause, and what is stamping the lease with a CLOSED stamp?