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Account Services

This chart shows the methods by which the client or Financial Professional may request account services and account maintenance tasks. Any authorized signer on the account may submit any type of request. A Financial Professional assigned to the account may submit requests only as described below.  Note: “LOI” refers to signed Letter of Instruction which has been signed by any authorized signer or the Financial Professional where specified below. 

Request Type        

Client                                          

Financial Professional

Demographic Updates, e.g.,name, address, phone, email address    

Online Banking (excludes name update)
Verbal to Bank
LOI
Form 
Name updates require additional documentation of the legal name change.

Verbal to Bank
LOI
Name update requests are not authorized.

Target Balance Change

Online Banking
Form

Form

Manual Transfer

Verbal to Bank
LOI
Online Banking

Submit through SEI Advisor Desktop Actions

Internal Funds Transfer 

Verbal to Bank (up to $4999.99)
LOI
Form

Not Authorized

Wire Transfer

Verbal to Bank (must have Standing
Wire Instructions on file with Bank)
Form (choose one):
Deposit Account - Domestic
Deposit Account - International
SBLOC - Domestic & International 

Not Authorized

Initiate ACH

Online Banking
LOI

Not Authorized

Initiate External Funds Transfer

Online Banking
LOI 

Not Authorized

Treasurer's Check

LOI
Form
 (SBLOC only)

Not Authorized

Check Order

Online Banking (Deposit Account only)
Verbal to Bank
(LOI is needed if mailing to an alternate address)
LOI

Verbal to Bank
LOI
(provided no address change was processed within 30 days of request; mailing of checks to an alternate address is not authorized)

Check Copy

Verbal to Bank
LOI

 

Verbal to Bank
LOI
(provided no address change was processed within 30 days of request)

Request Debit Card

Verbal to Bank
LOI

Verbal to Bank
LOI 
(provided no address change was processed within 30 days of request)

Cancel Debit Card

Verbal to Bank
LOI

Verbal to Bank
LOI

Change Third-Party Statement Recipient

Verbal to Bank
LOI
Form 

LOI
Form

Statement Copy

Verbal to Bank
LOI 

Verbal to Bank
LOI

Stop Payment on Check

Online Banking
Verbal to Bank
LOI
Form 
(must follow up with Form within 14 days otherwise order is not binding
upon Bank)

Verbal to Bank
LOI
(client must followup with Form within 14 days otherwise order is not binding upon Bank)

Stop Payment on an ACH/Online Bill Pay

Form

Not Authorized 

Cancel Stop Payment

LOI

LOI

Remove Inactive Status From Account

Verbal to Bank
LOI

Verbal to Bank
LOI

Close Deposit Account

LOI (notarization required for a check mailed to an alternate address)
Form

Not Authorized

Interest Capitalization

Form

Not Authorized 

Change in Terms Request

Form

Form