Signatory Management - Deactivate (final) - 090126

Speranza Command Center Signatory Management: Deactivate Signer Requestor (SCC Role)

Processor (SCC Role)

1: Request Signatory Deactivation

3: Select Signers & Batch Letters

Batch Letters for Edit Authority Group Page

Request Signatory Deactivation Page Cancel

Templates: Authority Group Edit letter

Submit Request Authority Group Edit Process

Cancel

Select 1 or 2 Wet Signers

Skip Document Steps

Generation Batch

Processor (SCC Role) 4: Print Documents Cancel

Reviewer (SCC Role)

Done

Processor (SCC Role) 5: Update Attached Documents

2: Review Signatory Deactivation Request

Attached Document(s)

Add File(s):

Cancel

Deny

Approve

Cancel

Send Back

Done

Processor (SCC Role) 6: Create Document Pack (pack per Bank Contact) Create Pack Name:

Is the Signer an active member in an Authority Group?

Pack name per bank contact

Create Document Pack(s) (per Bank Contact): 1) Authority Group Edit letter (scanned version) 2) Other Letters or Forms, including FI & IE docs

Cancel

Done

Create Pack

No Processor (SCC Role) 7: Send Document Pack(s) to the Bank Contacts (print and/or email) Contact Email:

Cancel

Email Address of Bank Contact(s)

Skip Sending

Email Documents to Bank (optional)

Send

Processor (SCC Role) 8: Mark Off Acknowledgements Received from Bank Documents Tab:

Cancel Signer Deactivation & Removal Complete

Actual Mod. Date:

Attached Document

Done

Date