Vista Wealth Solutions - A360 Ticketing System

1
Are you submitting this ticket on behalf of yourself?* This field is required.
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2
MM ID # (AA or AE)* This field is required.If you answered "Yes" above, please enter your ID #If you are submitting on behalf of someone else, please enter their ID #
3
Submitter Name* This field is required.
First Name
Last Name
4
Submitter Email* This field is required.
example@example.com
5
What type of A360 Ticket is this?* This field is required.
Add another advisor to a household
One-Click Review or Client Reporting
Data issue - 3rd party company
Data issue - MassMutual
Investor360
Other
6
Please Upload a Statement or Screenshot
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Max. file size: 10.6MB
Cancelof
7
Household Name Exactly How it's Stated in Advisor360* This field is required.
8
Account or Policy Number Impacted
9
Briefly Describe What We Can Help You With Today* This field is required.
10
Record Type ID
11
Case Origin
Email
Phone
Intranet
Direct Submission
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Case Owner
13
Business Hours ID
14
Case Status
New
New
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on Hold
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