Customer Service Quarterly Test (2015-3)

The correct answer is "Thank you for calling Customer Service, this is {name}, how may I help you today?" because it is a professional and courteous greeting that acknowledges the caller's reason for calling and offers assistance. It does not specify a particular plan or ask for an account number, which allows the caller to state their needs or concerns without any assumptions or barriers.

not-available-via-ai

The correct answer is Caller’s Name, Mailing Address, Phone, Email & Last 4 Digits of the Caller’s SSN. This answer includes all the required information for every call, including the caller's name, mailing address, phone number, email, and the last 4 digits of the caller's SSN.

To enact a Power of Attorney (POA), the necessary documents are an Affidavit of Agent and a POA document. The Affidavit of Agent is a legal document where the agent declares their willingness to act on behalf of the principal. The POA document is the actual legal document that grants the agent the authority to make decisions and act on behalf of the principal. These two documents are essential for the proper execution and validation of a POA.

The correct answer is 1999 because the question is asking about the enrollment period during which a Local Fee Plan does not cover technology fees at a State College. Based on the options provided, the enrollment period that does not cover technology fees is 1999.

When the caller informs that the Account Owner and Survivor have passed away, a LISTTICK is issued to the DOP work group.

The correct answer is "All of the above" because if a customer is experiencing medical or financial hardship, it is important to provide them with all available options to address their situation. This includes advising them on the option to downgrade their plan type or payment option if applicable, as well as offering the extended hold option and providing instructions on how to request it. By offering all of these options, the customer has a range of choices to consider and can select the one that best suits their needs and circumstances.

The statement is false because an Account Owner cannot request an Unavailable Dormitory Refund for a beneficiary attending a Florida State College. The reason is that the statement mentions "if there is no space available at one of the schools affiliated apartments," which implies that the refund can be requested in such a situation. However, this is not the case.

To enroll in Florida, proof of residency must be provided for the Parent/Legal Guardian or Beneficiary. This means that either the parent or legal guardian or the beneficiary themselves must prove their residency in Florida.

Right of Survivorship was introduced on September 01, 2013.

If a customer submits a Court Order that they feel pertains to their Florida Prepaid or Florida 529 Savings Plan(s), the Court Order must be certified within 90 days. This means that the court must officially verify and authenticate the order within this time frame.

The Account Owner of a Trust account will need to submit both the Affidavit of Agent Trust Form and the Change of Address Form to update their address. The Affidavit of Agent Trust Form is required to authorize an agent to act on behalf of the trust, while the Change of Address Form is necessary to officially update the account's address. By submitting both forms, the Account Owner ensures that the agent is authorized and the address is updated simultaneously.

The correct answer is "The Account Owner and Beneficiary." Both the account owner and the beneficiary have the authority to change the beneficiary's name. This means that either the account owner or the beneficiary can initiate the process of changing the beneficiary's name on the account.

The correct answer is the Legal Name Change Form. This form is not available via Outside View.

not-available-via-ai

A 2010 4-Year University Tuition Plan cannot be downgraded to a 4 Year College Plan because the 4-Year University Tuition Plan is a higher level plan than the 4 Year College Plan. Downgrading would mean moving to a lower level plan, which is not possible in this case. Therefore, the statement is false.

The PRIMA Account Owner has the option to downgrade their 4 Year Florida College Plan to either a 2 Year Florida College Plan or a 1 Year Florida University Plan. Therefore, both options A and B are available to them.

As per the given information, if a Survivor calls Customer Service and requests documentation submitted by the Account Owner, we will not provide the requested information.

The correct answer is to advise the beneficiary to contact the foundation for information on how to update their SSN. This is the appropriate step to take because the beneficiary is calling to inform that their social security number is incorrect and needs to be updated. By advising them to contact the foundation, they can get the necessary information and guidance on how to update their SSN correctly.

The statement is false because in the case of a cancellation, an account flagged for a POA does not require a properly notarized Cancellation Form to be submitted along with other documents.