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:
- Verify the identity of the client.
- If the client does not have an Inquiry Identification Code (IIC), assist the client in choosing one.
- Download the General Maintenance form requesting an active duty alert.
- Complete the top portion of the General Maintenance form: Maintenance Date, Associate, Office, Phone, Account Title.
- 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.
- In the comments section, list the following:
- Enter the expiration date for active duty status.
- Enter the client’s contact phone number.
- Create a Synapsys service event: Service Session > Deposit Services > DS – Other Maintenance.
- In the Summary field, enter Active Duty Alert.
- Scan the General Maintenance form and attach it to the service event.
- Submit the event.
- Deposit Services places an active duty alert message on the client’s CIF record.