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Popular topics: CSC Quick Find Portal Building a Personal CIF Record

Quickfind Portal

  1. Duo/VPN Guide

    This guide covers both registering your mobile device with the Duo app and connecting to the VPN. Duo is...

  2. Application Services Application List

      Application / Product / Vendor Primary Analyst Backup Analyst 4 Sight Donya Badia All Application Services Associates Account...

  3. Client Requests in Writing 1098, 1099-INT, or Interest Letter

    Note: If a client has specific questions about taxes, what can be deducted, or how much to pay, direct...

  4. Interest Paid on US Savings Bonds

    When a client requests the amount of interest paid on his/her US Savings bonds, look up the information to...

  5. Form 1098 Tax Document

    Note: If a client has specific questions about taxes, what can be deducted, or how much to pay, direct...

  6. Requests for Statements and Applicable Fees

    Clients can contact our offices to request copies of statements for a fee. The statements and their corresponding fees...

  7. Documents Needed For Fiduciary Accounts

    What Documents Will Get Us Started Name Change Name changes are made when clients provide proper legal documentation such...

  8. Contact Reason List

    1ST OPTION 2ND OPTION NOTES COMMENTS/ EXAMPLES EXTENDED HOURS  REFERRED ELSEWHERE BOL     REFERRED ELSEWHERE OTHER    ...

  9. Frequently Used Information

    MUST Answer Lines Department Internal Extensions TR&FP 11792 Loan Servicing 397180     Opt-In for REDiVerify Text Alert Messages...

  10. Synergy Favorites

    The favorites feature in Synergy allows you to save reports for quick and easy access. See the particular tab...

  11. Fiduciary Access to Debit Card and Online Banking Reference Guide

    Fiduciary Account Debit Card Online Banking Online Banking Access Level Online Banking Service Type Product Type Attorney-in-Fact (POA) No...

  12. Collection, Litigation, Recovery, and Special Assets Telephone List

    Recovery and Special Assets  Name Extension Title Sterling Bryant 737870Cell: 850.544.1822 VP of Collections/ Litigations/Special Assets Nat Applewhite 737880...

  13. SSA Benefits Calendar

    Click the link below to access the schedule of social security benefits payments.  https://www.ssa.gov/pubs/calendar.htm

  14. Troubleshooting SATMs and ITMs

    Clients will notify you of issues encountered at SATMs and ITMs.  If you discover or a client makes you...

  15. Currency/Cash Counting Machine

    The Cassida Pro Series Zeus is a high performance 2-pocket currency discriminator, value counter, and sorter that has the...