Key Words / Phrases:
- Lost my enrollment form
- Need another enrollment form sent to me
Direct Caller to Enrollment Site
Under no circumstances should you direct a customer to their financial institution for an enrollment form.
For clients which have an online enrollment site, direct the caller to the online enrollment website.
If a client does not have an online enrollment site, you may inform the caller…
“Another enrollment form will be sent to you the next time we send another mailing.”
If the caller is persistent and these options do not work, please escalate to the Executive Response team.