Financial services

Retirement Distribution Forms: Fax Acceptance and Missing Signatures

Check retirement form return instructions before faxing. Review applicable signatures, original-document requirements and administrative follow-up.

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fax

Mortgage Servicing: Reconcile Incomplete Applications Received by Fax

Reconcile mortgage-assistance documents received by fax. Match each item to the current request and keep receipt, completeness and decisions separate.

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fax

Merchant Services: Keep Fax Packets Connected to the Request

Keep merchant-services fax packets connected to the request. Check the entity, supplied reference, document versions and transmission result.

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fax

Fax Services for Tax and Accounting Offices: What to Compare

Compare accounting-office fax services for busy and quiet months, monthly quotas, concurrent sending, preparer access and client-file retrieval.

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