Test Your Knowledge

How are duplicate documents filed in eFax?

Update status to Denied

Move to Spam

Move to Deleted

Update status to Complete

When should you notate "No request" in the PTT Action box? (Select all that apply)

The request was provided within the actual email, but not on an attached cover sheet

The request was not provided within the actual email and a cover sheet was not provided.

The request was included on an attached cover sheet.

Supplemental documentation (missing pages, proof springing POA in effect, AIF acknowledgment, etc.) should be combined into one PDF prior to uploading.

True

False

PTT comments should not be added when uploading supplemental documentation.

True

False

New documents received for existing POA trackers should be uploaded to:

A new tracker and sent for review.

The existing tracker and sent for review.

The existing tracker, corrected without sending for review.

The "Non-Image Documents" type should be used for: (select all that apply)

Non-banking POAs

EFaxes without attachments

Miscellaneous docs unrelated to POAs and unable to discern if related to another department

What should you do when a Principal or Ward has an access number but does not have a primary Membership Savings account and the eFax will not populate their information?

Save their access number in the "Member Information" section

Enter their name and access number in the eFax Timeline

Use a related member's account info in the "Member Information" section

When tagging Guardian/Conservator docs, the uploader should add the Ward's access number (if a member), select appropriate document type, and: (select all that apply)

Update eFax status to "In Progress"

Assign to team member

Leave eFax status as "New"

Leave Employee field blank for those assigned to this task

When tagging Non-Member Principal POAs, the uploader should add the AIF's access number (if a member), select appropriate document type, and: (select all that apply)

Update eFax status to "In Progress"

Assign to team member

Leave eFax status as "New"

Leave Employee field blank for those assigned to this task

When tagging PR Records, the uploader should add the Principal's access number, select appropriate document type, and: (select all that apply)

Update eFax status to "In Progress"

Assign to team member

Leave eFax status as "New"

Leave Employee field blank for those assigned to that task

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