KA 13239

How many times can you raise the rate of a Raise your Rate 2 year CD? 

Welcome Kit TAT, sig card, Funding Letter TAT, 10-Day BRG, Reg D

TAT for Funding Letter, EWP, Reg D, 10-Day BRG, signature card

Welcome Kit TAT, sig card and certification , 10-day BR

They will get a call in 1-2 BD in ref to the renewal

There will be a email confirmation alert to the email on file

They will get a text message confirmation

We could do a term change since its within the 10 grace period

CD would have to be closed and they would have to open a new one

A reward you get when renewing your CD (regardless of term)

A group of CDs with staggered maturity dates.

A penalty when you close your CD prior to maturity

Use the CD Interest Disbursement workflow, then process in WebCSR

Use the Account Maintenance, CD Interest workflow

Use the CD Interest Disbursement workflow

Traditional IRA Transfer Request Form and ATP if applicable

CD Term Change workflow, then WebCSR 'Product Transfer'

Do not use the workflow, in WebCSR select 'Product Transfer'

CD Term Change workflow, in WebCSR select 'Rollover