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ACCOUNT

MANAGEMENT 0

Constructing a Customer File

Choose the documents from the list
below to put the file together in the
correct order. Make sure the title of
the document listed as #1 is at the top What am I?________________________________
of the stack.
See if you can complete the excercise What am I?________________________________
without refering to the previous page.
Check off each documents as you add What am I?________________________________
it to the file.

We're given you two answers to get
you started. What am I?________________________________ WELCOME & ORIENTATION / TRAINING ROADMAP

Signed Delivery/Callback Checklist
What am I?________________________________
p 3 Customer File Review Sheet

p Verification Documents
a) Utility Bill (optional)
b) Lease (optional) What am I?________________________________
c) Paysubs
d) Verification of Employment Form
e) Verification of Residence Form
3
p Signed Delivery/Callback Checklist
p Completed Rental Order Form
p Most Recently Signed Rental
Agreement
p Copy of Customer's Photo ID
p Signed Consumer Abitration Once all documents have been appropriately
Agreement assembled, fasten the documents to each side of
p High Touch Skip Stolen Print Out the file by placing one staple in the top left and
(if applicable) right corners of the documents, making sure to
p Signed Product Waiver/Release Form staple from the front of the file to the back so
(if applicable) that the folded ends of the staples are inside the
p Signed RAC Benefits Plus Agreement file. This will help avoid files snagging on each
(if applicable) other when putting them in or taking them out of
the filing cabinet.

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