Needed to get a client to LRV

Access level of Third Party

Length of enrollment for interested party

Needed to authenticate a Branch employee on green

T/F: If a stoplight comes in on green and the transfer agent confirms verbally that the stoplight is green and that the client is HRV, we still need a confirmation on Skype.

Needed to get a client to HRV (in order)

Third Party can be set up by

Adding a POA is done by __________ in _________

Needed to authenticate a Branch employee on red

Said to the new agent from the transferring agent

T/F: You can skip LRV (SSN or DOB) and only do HRV for a client

T/F: Once HRV, 3rd Party can change eDelivery settings

T/F: Full discretionary POA has the same level of access as an Interested Party

T/F: When connecting with a Branch while a client is on the line, the first thing to do when you dial the Branch is say Full Name, MSID, and Department you are transferring from.

We do this when transferring a client to another service agent

Only low risk functions in admin tool

A client on the phone insists they are a third party and needs the agent to confirm their third party status through _________.

Three things used to authenticate an Interested Party

Process to LRV a Branch employee (yellow stoplight)

T/F: We call the transferring agent back if we become disconnected during the transfer

T/F: Disabling an account is a high risk function

If a third party view-only account called in and cannot be LRV. How do we get them to green?

Process needed to grant a Third party full access

Authentication required for FAST employees:

T/F: It is still your responsibility if a transferring agent doesn't properly authenticate a client even if you verified and confirmed their authentication level