Restricted Accounts

What must the member do when they are activating an account? (select all that apply)

• Sign the activation form

• Share why it went dormant

• Conduct a transaction

• Sign the receipt

Which of the following do you NOT need to complete an activation form?

• Current Member Address

• ID information

• Branch Number

• Member Signature

An account is considered dormant after not being used for how long?

• 1 year

• 3 years

• 5 years

• Never goes dormant

In which instance do you need an "Account Activation" form?

• When the account is restricted access

• When you see warning code 39

• When the entire membership is dormant

• All of the above

At HawaiiUSA, an account is restricted after not being used for...

• 6 months

• 12 months

• 2 years

• 3 years

Who can un-restrict an account? (select all that apply)

• Primary

• Joint

• Beneficiary

• POA

True or false? You are able to conduct a transaction before getting a signature on the account activation form.

• True

• False

Which department handles the account activation?

• Credit Services (Collections)

• MXS

• Account Services

• Information Technology

When will an account get escheated?

• 3 years

• 5 years

• 7 years

• 10 years

What should you do if your Symitar doesn't submit the account activation form properly to our back-office department? (select all that apply)

• Send an email to the back-office deparment

• Hope that it eventually gets to the back office team

• Upload the form into a public drive

• Teams message the back-office department