Vista Wealth Solutions - A360 Ticketing System

1
Are you submitting this ticket on behalf of yourself?
Yes
No
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.
MMLIS New Business
Account/Policy - Not in a Household
Duplicate Households
Adding Advisors to a Household
1-Click Reviews
Proxy Access Issue
Other
6
Briefly describe what we can help you with today
7
Was an A360 Household impacted? If yes, which household was impacted?
8
Account/Policy Number Impacted
9
Record Type ID
10
Case Origin
Email
Phone
Intranet
Direct Submission
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Case Owner
12
Business Hours ID
13
Case Status
New
New
In Progress
on Hold
Closed
Should be Empty: