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Closing a membership in Contact Center

What should be the first course of action from MSR when a MBR requests to close membership?
Proceeding without signed forms
Place close date in savings share record
Review "once a member, always a member"
Tell them if they do they will never be eligible again no matter what
It is okay to close membership with outstanding loan balances due
True
False
The member will still have access to log in to their online banking after membership has been closed
True
False
Who can close the membership ?
Joint owner
Primary owner
Both have the authority
What is the correct transaction code to be entered in "tran code box" so dividends will post before withdrawing all remaining funds in the regular share account?
KD
SW
SV
You only have to put a close date in the regular share account in order for the membership to close completely
True
False
 
Sally is the joint owner on her 10 year old son's primary account and is calling to request the membership be closed. Can we assist her and close the membership since she is not the primary owner?
No, because only the primary can request this
Yes, because this is a minor account
 
MBR has a minor membership and just turned of legal age to remove joint owner. What is the correct procedure to follow?
Close entire membership and make MBR open a brand new membership since he is of legal age to do so
Ask for override to just go in and delete joint owner name record
Have MBR complete request to remove joint name for minor account
 
All ATM cards must be blocked/ destroyed when a membership is closed
Yes
No
Will MBR be un enrolled from eDocuments when account closes?
Yes
No
 
If MBR is negative in their share account ( only share MBR has) can we complete closing the membership at that time? If not, what needs to happen before we can complete ?
No, negative balance needs to be reconciled first
Yes, don't worry about it because the are closing account anyways
Prior to closing membership, should MSR ensure no other accounts remain open?
Yes
No
 
Is it procedure for MSR to mail "closed account letter" to MBR when completed along with placing "membership account closed checklist" in daily work on the same day of completion?
Yes, both need completed
No, checklist doesn't need to be completed just mail the close account letter to MBR
 
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