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Free Exam: GY BSC Closed Loop WE 0611

Number of Questions in Test: 5

Note: Answers are not shown below but will be copied with this test.

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Question 1

Always open a case if you'll need do call backs. There will be times that we need to do further research or get in touch with the processor for follow ups, we should take note the case with the first call information, and leave the case open and note everything related to the case until it's 100% resolved and then close the case.

Type: True/False
Points: 1

Question 2

A pension estimate or pension calculation is the determination of a dollar amount a
payee can expect to receive from their qualified defined benefit pension plan, based on
a defined set of variables associated with that payee such as

Type: Multiple response
Points: 3
Randomize answers: No
Grade style: Partial - points removed for incorrect answers

Question 3

If the planned retirement date being advised to the CSR by the caller is within 90 days
of the estimated retirement date on the Pension Estimate Calculation Form, request that
a Retirement Kit be mailed to the caller.

Type: True/False
Points: 1

Question 4

_________is a temporary benefit payable for a specific period of time as noted.

Type: Multiple choice
Points: 1
Randomize answers: No

Question 5

_________lists the optional methods in which the benefit can be paid
to the retiree and if applicable, to the retiree's spouse upon the retiree's death.

Type: Multiple choice
Points: 1
Randomize answers: No

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