Articles

• Duo/VPN Guide This guide covers both registering your mobile device with the Duo app and connec...
• Application Services Application List   Application / Product / Vendor Primary Analyst Backup Analyst 4 Sight Donya Bad...
• Client Requests in Writing 1098, 1099-INT, or Interest Letter Note: If a client has specific questions about taxes, what can be deducted, or ho...
• Interest Paid on US Savings Bonds When a client requests the amount of interest paid on his/her US Savings bonds, l...
• Form 1098 Tax Document Note: If a client has specific questions about taxes, what can be deducted, or ho...
• Requests for Statements and Applicable Fees Clients can contact our offices to request copies of statements for a fee. The st...
• Documents Needed For Fiduciary Accounts What Documents Will Get Us Started Name Change Name changes are made when clients...
• Contact Reason List 1ST OPTION 2ND OPTION NOTES COMMENTS/ EXAMPLES EXTENDED HOURS  REFERRED ELSEWHERE...
• Frequently Used Information MUST Answer Lines Department Internal Extensions TR&FP 11792 Loan Servicing 3...
• Synergy Favorites The favorites feature in Synergy allows you to save reports for quick and easy ac...
• Fiduciary Access to Debit Card and Online Banking Reference Guide Fiduciary Account Debit Card Online Banking Online Banking Access Level Online Ba...
• Collection, Litigation, Recovery, and Special Assets Telephone List Recovery and Special Assets  Name Extension Title Sterling Bryant 737870Cell: 850...
• SSA Benefits Calendar Click the link below to access the schedule of social security benefits payments....
• Troubleshooting SATMs and ITMs Clients will notify you of issues encountered at SATMs and ITMs.  If you discover...
• Currency/Cash Counting Machine The Cassida Pro Series Zeus is a high performance 2-pocket currency discriminator...