CIF Set Up Flashcards
1
Q
What must you do before creating a new CIF?
A
Check for an existing CIF record in CIF Maint. OR in CIF Inquiry
2
Q
Address line 2 is used for what in the CIF Customer Information Page?
A
If c/o is part of the customer’s address
3
Q
The IRS address has to be A) Physical or B) Mailing?
A
A) Physical
4
Q
What two items are required to be in the CIF ID MAINT Fields?
A
Customer's Government Issued Photo ID ChexSystems Reply (approved/Review)
5
Q
Where is the security code found in CIF set up?
A
On the INTERNAL INFORMATION PHYSICAL ADDRESS page. It’s listed as Inquiry/ID Code.
