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Before anything, ALWAYS verify customer’s identity via walk-in or zoom (live environment)

See /wiki/spaces/SDKB/pages/2504720669

Steps to Verify Identity

  1. Verify Customer identity using CSU ID search- dd/mm +last 4 of SSN

OR

  1. Last 4 of SSN/ITIN is NOT verified or unavailable, you need to verify ALL three of the following

    1. MMDD of Birth

    2. Postal address on file with SJSU

    3. Email address on file with SJSU

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