select the ‘SOC - Yes’ checkbox
select ‘Yes’ in the ‘Signature’ checkbox
Note: If the customer has not signed the Annual Declaration, you treat it as signed.
enter the date the Annual Declaration was received in the ‘Received Date’ field
select ‘OK’. You will be taken to the ‘Declaration’ screen
select ‘Paper’, ‘Telephone’ or ‘Digital’ as appropriate in the ‘Change Source’ field
select ‘Process’
select the ‘SOC - No’ checkbox
select ‘Yes’ in the ‘Signature’ checkbox
Note: If the customer has not signed the Annual Declaration, you treat it as signed.
enter the date the Annual Declaration was received in the ‘Received Date’ field