How to Submit a Update Marital Status Request

Applies To:

All Portfolio Managers, Advisors, Wealth Planners, and support staff.

You can submit a Update Martial Status from a client’s CRM Contact Record. Follow the instructions below to ensure the request is submitted correctly with all required documentation.

When to Submit an Update Marital Status Request

Submit an Update Marital Status Request when a client's marital status changes and needs to be reflected accurately in their CRM profile and related documentation.

How to Submit an Update Marital Status Request

To submit a Report Marital Breakdown request, use the Service Extension on the client’s CRM Contact Record. When submitting the request, it will be done through Straight-Through Processing (STP), which automatically generates the required forms and sends them to the client through DocuSign.

Learn more about Straight-Through Processing.

How to Submit a Update Marital Status Request using STP

Step 1.

Navigate to the Client’s CRM Contact Record.

Step 2.

Go to the Servicing Tab.

Step 3.

Select Account Administration.

Step 4.

Select Update Client & Account Information.

Step 5.

Choose Update Marital Status as the request type.

Step 6.

Select the client's new Marital Status (Options: Married, Common Law, Separated, Divorced, Widowed and Single), and complete required information if applicable.

Note: If the client has a partner on file, their information will be auto-populated.

Please attach a supporting document as proof of the client's marital status (i.e., Marriage certificate, Name Change certificate, updated ID).

Step 7.

Review & Submit – Confirm all details, then click Submit to create the service request ticket.

Please Note: Once you submit the request, the ticket will be created and the client will be automatically sent the paperwork by DocuSign. The ticket cannot progress further until the client reviews the paperwork and electronically signs through DocuSign.

After Submitting the Request

A new service request ticket will be created. You can locate it:

In the Right-Side Panel of the client's CRM Contact Record under Tickets.

In the Account Administration Pipeline, where you can track the progress and confirm when the request is completed.

Processing Times

Straight-Through Processing: Typically 2-3 business days after the ticket has been submitted and completed any applicable review.