Update a Client's Account Legislation

Submit a request to update a client's account legislation

Updating the client's account legislation entails modifying the legal requirements and regulations associated with the client's account domicile. This process involves updating any laws that apply to the legislation governing the client's account.

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 Update Account Legislation 

Step 2. 

• Select an Account. 
• This Account is where you are making changes to the legal requirements and regulations associated with a client's account.

Step 3. 

• Attach documentation. Attach a signed Locked-in Legislation Addendum 

Step 4. 

• Click Submit once the files are fully uploaded. You can now track your ticket.