6.2 Activate Inactive/Dormant Account
User can update the account to Active, Inactive, or Dormant status using the Activate Inactive/Dormant Account screen.
Note:
This screen is applicable only for IRA Accounts.- On the Home screen, from IRA Services, under Status Update click Activate Inactive/Dormant Account, or specify the Activate Inactive/Dormant Account in the Search icon bar.The Activate Inactive/Dormant Account virtual screen is displayed.
Figure 6-3 Activate Inactive/Dormant Account
- Select the appropriate option from the Search by field.
- Perform the required action, based on the option selected from the Search by field.
- On the Activate Inactive/Dormant Account screen, update the status.The Activate Inactive/Dormant Account section is displayed.
Figure 6-4 Activate Inactive/Dormant Account - Set Account Status
For more information on fields, refer to field description table below:Table 6-2 Activate Inactive/Dormant Account – Field Description
Field Description Search By Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name.
Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email.
A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked.
For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation.
Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.
Activate Inactive/Dormant Account This section displays the current and other statuses for the account. Account Status Displays the current status of the account. Change Account Status to Select the status to be set for the account. The options are: - Inactive
- Dormant
- Click Submit.The screen is successfully submitted for authorization.
Parent topic: Status Update

