How do I process an approve forms request?
What Device are you using?
Web Page
1.) Part One - Selecting the approve forms request
1.) Select the Mail tab at the top of the screen highlighted in RED.
2.) Click the Requests menu, highlighted by GREEN.
3.) Click the Approve Forms, highlighted in BLUE.
4.) Select the document that needs to be approved, highlighted in YELLOW.
2.) Part Two - Viewing, accepting or declining the 1583 form
1.) The eyeball Icon will allow you to view the documents. The green arrow icon will allow you to download the document to your device. These are both highlighted in RED.
2.) Select the Accept button to approve the documents. Select the Decline button to decline the documents. These are both highlighted in BLUE.
3.) Part Three - Declining the 1583 form reasons
1.) In the box highlighted in YELLOW, reasons for declining the 1583 are displayed. Most of these will send an automatic email to the customer so that they can . Fraudulent ID(s) will be sent to the PSM Team for review. Select Other to provide a written reason for declining the form, this will also send a message to the PSM team to review.
iOS Application
1.) Part One - Select the Navigation Menu highlighted in RED
2.) Part Two - Select the requests button in the menu highlighted in RED
3.) Part Three - Finding customer requests
1.) If you can not locate the customer request type you are looking for you can swipe left or right to cycle through all of the request types. This is highlighted in BLUE.
3.) Part Four - Selecting the form to approve
1.) Select the Approve Forms button highlighted in RED.
2.) All of the mail that has Approve Forms request will appear where the box highlighted in YELLOW. Select the mail item that is going to be rescanned.
5.) Part Five - Accepting or declining the form
1.) The eyeball Icon will allow you to view the documents. The download icon will allow you to download the document to your device. These are both highlighted in RED.
2.) Select the Accept button at the bottom of the screen to approve the form. Select the Decline button at the top of the screen to decline the form.
Note: This is an example of what the documents will look like
Android Application
1.) Part One - Select the requests button, highlighted in RED
2.) Part Two - Selecting the form to review
1.) Select the Approve Forms button highlighted in RED.
2.) Click on the customer you are approving or denying the 1583 form for, highlighted in GREEN.
3.) Part Three - Reviewing and approving/denying the 1583 form
1.) The Eyeball Icon will allow you to view the Images. The Download Icon will allow you to download the Images to the current device. Both options are highlighted in GREEN.
2.) After reviewing the forms, select Accept to approve the forms or Decline to decline them.
Note: This is an example of what the documents will look like.
4.) Part Four - Declining the 1583 reasons
1.) In the box highlighted in RED, reasons for declining the 1583 are displayed. Most of these will send an automatic email to the customer so that they can . Fraudulent ID(s) will be sent to the PSM Team for review. Select Other to provide a written reason for declining the form.
2.) Select the Confirm button highlighted in GREEN, to submit the declining reason for the form.