Series 99: 3.4.4 Holding Mail For Customers

Taken from our Series 99 Top-off Online Guide

3.4.4 Holding Mail for Customers

A member may hold mail for a customer who will not be receiving mail at her usual address, provided that the member does the following:

• Receives written instructions from the customer that include the time period during which the member is requested to hold the customer’s mail
• Informs the customer in writing of any alternate methods, such as email or access through the member’s website, that the customer may use to receive or monitor account activity and information
• Obtains the customer’s confirmation of the receipt of such information
• Verifies at reasonable interval

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