3/20/2020 2:06:35 PM
Due to our challenging work environments where the assister does not have the ability to submit proof of verification in the same electronic file as the Account Request Form, we are permitting assisters to electronically submit the form and consumer verification documents separately. Please be sure to include the assister email address on the coversheet of the submittal. If we are unable to match up a form with verification documents, an email will be sent to the assister if an email address is provided.
If sending via email, Account Request forms and verification documents MUST be sent via /assister-central/shared-resources/joint-policies/secure-email.jspsecure email. Full details of the /assister-central/shared-resources/joint-policies/manual-account-request.jspAccount Creation Policy can be located on Assister Central.
Please note: This exception only pertains to faxed or emailed Account Request forms and does not apply to those sent via mail.
Brokers
Navigators and CACs
Policy