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Secure Online Transfers (SOT)

For Electronically Sent Correspondence Requests, follow the chart below:

Machine generated alternative text: Client requests information to be received/sent via FAX or EMAIL Associate sends a Correspondence request for a SOT to be sent to the client's verified emal address Correspondence Associate sends the SOT link to the email address provided by the client Client creates their Mitten request - including instructions for what they need, how they want to receive it, and physical signature and attaches it to the SOT link. This is sent back to Correspondence. Correspondence then sends the written request to the original associate Original requesting associate then: 2. Creates an email to Correspondence using the Outlook Quickstep to request the work and charges any applicable tees. Attaches the written request and any additional attachments. Correspondence Will then complete the request per the client's need Correspondence will return the request to the original associate for follow up or any missing required work.

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