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View Full Version : Transferring requirements?


Lady V
01-15-2007, 09:32 AM
Hello!! My mom is going to be calling to transfer her points into my account and she will be calling from work so she wants to know what all information she will need to have available to do this transfer. Thanks so much!:thumbsup2

BillM
01-15-2007, 09:40 AM
I have transferred points to my DD and all I needed was my member # and my DD's member #.
Some report that they had to do a conference call but I did not.

greenban
01-15-2007, 10:20 AM
Mom will need her usual info when calling MS:

Her MS #, Name last four of SS#, Address & Phone Number (Depends on Advisor)

She will need your name and MS#

Neither of your memberships may have already transferred for the UYs involved. No borrowed, banked or previously transferred points may be transferred.

They may or may not request confirmation in writting from your Mom after the transaction is done.

That's about it!

-Tony