Phone Number and/or Email

To verify that the client is an owner on the account, identify the client using one of the following:

1. Identification: CSC Phone Procedures
2. Clients in Person
3. In Xperience > Customer & Account Inquiry 
   • Search by client name, CIF or Tax ID.
4. Ensure you are viewing the Client Information Tab.
5. Click Edit.   
6. In the Contact Information fields, update the client phone numbers and/or email address(s) accordingly.  
7. Click OK to save your changes. 

Inquiry ID Code

See Adding or Changing Inquiry Identification Codes.

Mailing Address

A CIF address consists of street, post office box, rural route or other address information, used on all correspondence for any of the accounts for which its CIF number is primary. The only exception is when it is overridden by an alternate address supplied for a specific account. 

Follow the instructions listed below to change the client’s CIF address:

To verify that the client is an owner on the account, identify the client using one of the following:

• Identification: CSC Phone Procedures
• Clients in Person
• Ask the client which accounts should have the new address. Discuss each account with the client to determine if the address on each account should be changed.

1. In Xperience > Customer & Account Inquiry 
   • Search by client name, CIF or Tax ID.
2. On the Client Information Tab, click Additional Addresses. 
3. Click Edit. 
4. Update the client address in ALL CAPS.
   • If a Delivery Point is listed, clear this field.
   • 
5. Click OK.
6. Review the CIF record for missing or expired information (for example: date of birth, social security number, etc.) and update accordingly.
7. If the account has a undeliverable flag, submit a Synapsys service event to remove the flag. 

Click here for additional address change resources (seasonal, IRS physical, EIP Chargeback, undeliverable).