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Home » Internal-Client Information Update- Existing Clients

Information Update Existing Clients

MM slash DD slash YYYY
MM slash DD slash YYYY
Did someone's name legal change in this household?
There has been a change to the clients contact information:
Can the Admin Team assist the client with:

Name Changes:

New Name
If the change is pending an event such as a divorce, please give a time estimate for the Admin Team to contact client when appropriate.
First Name
Last Name
Why is the name change occurring?
When should the client be contacted about changing their accounts?
 
Does this person need to separated from this household and a new household be formed in Salesforce?
Are there any other future tasks that will need to be performed because of the name change?
Subject:
Assigned To:
Due Date:
Priority: (Low, Normal, High)
Notes:
 

Contact Changes:

New Phone
If the change is for all in the household, instead of client name, put "Household."
Client Name
Phone Number
 
New Address
Place an X in the box to indicate if this change is for Mailing Only, Location Only, or Both.
Address
Mailing Only
Location Only
Both
X in this change is for all in the household. IF not, please list the client in this box who it affects.
 
New Email
Client Name
Email Address
 
General Information Update Tasks to be added to Salesforce:
Subject:
Assigned To:
Due Date:
Priority: (Low, Normal, High)
Notes:
 
This field is for validation purposes and should be left unchanged.

INTERNAL- Information Update-Name/Address/Phone/Email/Logins- EC

Information Update Existing Clients

MM slash DD slash YYYY
MM slash DD slash YYYY
Did someone's name legal change in this household?
There has been a change to the clients contact information:
Can the Admin Team assist the client with:

Name Changes:

New Name
If the change is pending an event such as a divorce, please give a time estimate for the Admin Team to contact client when appropriate.
First Name
Last Name
Why is the name change occurring?
When should the client be contacted about changing their accounts?
 
Does this person need to separated from this household and a new household be formed in Salesforce?
Are there any other future tasks that will need to be performed because of the name change?
Subject:
Assigned To:
Due Date:
Priority: (Low, Normal, High)
Notes:
 

Contact Changes:

New Phone
If the change is for all in the household, instead of client name, put "Household."
Client Name
Phone Number
 
New Address
Place an X in the box to indicate if this change is for Mailing Only, Location Only, or Both.
Address
Mailing Only
Location Only
Both
X in this change is for all in the household. IF not, please list the client in this box who it affects.
 
New Email
Client Name
Email Address
 
General Information Update Tasks to be added to Salesforce:
Subject:
Assigned To:
Due Date:
Priority: (Low, Normal, High)
Notes:
 
This field is for validation purposes and should be left unchanged.

Contact Info

Scarlet Oak Financial Services
1117 Perimeter Center West,
Suite W-212
Atlanta, GA 30338

800.871.1219

fsykes@scarletoakfs.com

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Disclaimer

Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration.

© 2022 Scarlet Oak Financial Services.

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  • About Us
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