Yes

Only if the retainer fee has been paid

No

Authorized user(s)

Spouse of Primary or Joint accountholder

All the above

Power of Attorney

Authorized and unauthorized third party

Educate the customer attorney information is needed to stop the calls and successfully update the account. Give the call back number and document the account as a refusal.

Look in the notes and duplicate account notes to see if there is any documentation of previous conversation of filing BK from the customer. If there is then route the account to the BK queue.

Attorney/Firm address

Attorney mobile number

Reason for filing

Attorney/Firm name and phone number

Document the account and conversation then route to a supervisor

Review the notes on the account and any duplicate accounts for the required information.

Follow all outline bankruptcy procedures

Advise the third party we will need to speak with the representing attorney

Document the bankruptcy information and route to a supervisor

Document the bankruptcy information and route account to bankruptcy

Advise the third party that we must speak to the accountholder/Joint, spouse or POA to obtain the information

Type RR in the CODE field

Type BK in the Activity Code (AC) field

Type BK in the CODE field

Type RR in the Activity Code (AC) field

Yes

Only if the account are past due

No

Yes

No

Only if they provided a name