Submit Estate Requests

How to submit a request to have a client's Optimize accounts settled

Required Information and Documentation:

Please note that the following list does not encompass all information necessary for the entire Estate Process. It solely outlines the required documentation needed to initiate the processing of the estate for each account type and situation.

---

Service Request:

Here is how you submit a ticket:

Navigate to the Clients profile in HubSpot by typing the Clients name in the search bar.

Step 1.

Once on the clients profile, select the Servicing tab

 

Step 2.

Under the list of service request, click the "Account Administration" next button 

 

Step 3.

Select the "Special handling" next button 

 

Step 4.

Then, it will give you a list of request type, click "Estate Processing"

 

Step 5.

Select the account and press next at the bottom.  This is where you will attach the files that will be needed. (You can reference the picture above to figure out which ones need to be added)

Once the information is correct you can press submit and a ticket will be generated to the pipeline.

---

Monitor your request 

After submitting your request, you'll see it under the 'In Review' stage in the Account Administration pipeline.