Skip to content
BOL Conferences Top Gun 23
Learn More - Click Here!

New Reply Thread Options
#2141663 - 08/11/17 01:17 PM Reg DD advance notification to all accountholders
Bec Offline
Diamond Poster
Bec
Joined: Jul 2010
Posts: 1,114
The Great White North
If we are to send an advance notification to our accountholders, do the notifications need to be sent to each individual accountholder or can the be sent to the primary? Or household?
_________________________
Go Packers

Return to Top Reply Quote Quick Reply Quick Quote
#2141756 - 08/11/17 06:41 PM Re: Reg DD advance notification to all accountholders Bec
David Dickinson Offline
10K Club
David Dickinson
Joined: Nov 2000
Posts: 18,762
Central City, NE
They do not need to be sent to each individual. If an account is titled "John and Jane Doe", send it to them (not each of them).
_________________________
David Dickinson
http://www.bankerscompliance.com

Return to Top Reply Quote Quick Reply Quick Quote
Quick Reply:
HTML is disabled
UBBCode is enabled




Moderator:  MagicCity, P*Q, Truffle Royale