Placing Active Duty Alerts

Place an Active Duty Alert when a client has been called to active duty. This alert remains in the client’s file for 12 months. Do the following:

  1. Verify the identity of the client.
  2. If the client does not have an Inquiry Identification Code (IIC), assist the client in choosing one.
  3. Download the General Maintenance form requesting an active duty alert.
  4. Complete the top portion of the General Maintenance form: Maintenance Date, Associate, Office, Phone, Account Title.
  5. Next, go to the lower section of the form and complete the Other Maintenance section, including the account/CIF # for the client. Note: Only complete other sections if applicable; otherwise, leave blank.
  6. In the comments section, list the following: 
    1. Enter the expiration date for active duty status.
    2. Enter the client’s contact phone number.
  7. Create a Synapsys service event: Service Session > Deposit Services > DS – Other Maintenance.
    1. In the Summary field, enter Active Duty Alert.
    2. Scan the General Maintenance form and attach it to the service event.
    3. Submit the event. 
  8. Deposit Services places an active duty alert message on the client’s CIF record.

 

 

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