Internal guidelines for processing phone, fax, and email changes for client accounts. Includes verification steps for TAG team, signature verification, and exception handling for Global plus accounts.
documents/vol00010-efta01356622-pdf.pdf
{"document_type":"correspondence","document_subtype":"internal memo","key_organizations":["TAG","DB Force","Metavante"],"reference_numbers":["DB-SDNY-0042573","SDNY_GM_00188757","EFTA01356622"]}