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Request an Address Update for a Client
Submit a request to complete an address update change for a client using the Address Update service process.
When a client asks to update their address, use the Address Update service process to update the client’s address in Salesforce and in the core banking system.
- Complete the Address Update Request Form
Complete the Address Update request form. - Take Action on an Address Update Request Case
Review the address update request case. Approve, decline, or request additional information for the address update.
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