Submit a request to update a clerical error
First, find the client's CRM Contact Record page by searching contact name in the search bar.
From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Account Administration.
From there, you can select Special Handling and proceed to specify the details of the request via the right sidebar pop-up.
Step 1.
- Select Clerical Error Update
Step 2.
- Select a Root
Step 3.
- Select the type of item to update:
-
- Choose the specific type of information or field you want to correct from a dropdown menu. Examples might include name, address, phone number, SIN, etc.
-
Current Value/Incorrect Value:
- Enter the value currently recorded in the system that needs to be corrected. This is the incorrect or outdated information.
-
Updated Value/Correct Value:
- Provide the corrected or updated value that should replace the current/incorrect value.
- Provide the corrected or updated value that should replace the current/incorrect value.
Important:
A clerical update service request should only be submitted if the information provided and reflected in the CRM does not match the information held by the custodian. If there is a discrepancy due to a mismatch of information provided at the onset, please utilize one of the other available Account Administration service requests, which may require additional documentation to support the update.
Service Standard:
Clerical Error Update requests are generally completed in 3 business days