Set Up Required Minimum Distribution Service Process

Your customers can use the Set Up Required Minimum Distribution (RMD) service process to raise requests to set up Required Minimum Distribution of their retirement accounts.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

Setup and Configuration of the Set Up Required Minimum Distribution Service Process
Give your service reps an easy-to-follow process to help customers select payment schedules and payment options, by enabling the Set Up Required Minimum Distribution service process through Service Process Studio.
Submit a Set Up Required Minimum Distribution Request for Wealth Banking Service Process
Your service reps can capture and submit a Set Up Required Minimum Distribution request through the Set Up Required Minimum Distribution Omniscript.
Self Service for Set Up Required Minimum Distribution Service Process
Give your customer community users access to the Set Up Required Minimum Distribution service process on a self-service portal, such as the Financial Services Client portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for Set Up Required Minimum Distribution through a self-service channel.

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Set Up Required Minimum Distribution Service Process

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Set Up Required Minimum Distribution Service Process

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