Workflows

All workflows in Freshdesk.

Internal Transfer from Closing Account Request Tickets
Ticket will read: The account closing entered for NAME of ACCOUNT (Account #) was marked as being internally transferred to a qualified retirement plan. Pl...
Thu, Oct 2, 2025 at 1:01 PM
Tax Document Help Request Process
Michaela is the current owner of this process. Workflows saved here: Workflows 
Thu, May 9, 2024 at 10:23 AM
Banking Update Requests – RPS Plans Process
Lynda is the current owner of this process. Links: RPS Daily Processing App Debit Procedures Workflows
Thu, May 9, 2024 at 10:28 AM
Indemnification Letters
Plan Info will reply with confirmation of receipt.  Review the form for completion and accuracy. In Freshdesk search the name of the partner on the lette...
Mon, Sep 9, 2024 at 4:06 PM