Birthday Benefit

Cricket Debt provides every employee a one day time off for their birthday. This personal holiday does not need to be on the employee’s actual birthday, but it does need to be scheduled within the same pay period as the birth date. This benefit is available to U.S. based counselors The birthday benefit selection is […]
Attorney Requesting A Certificate

Attorney paid but different attorney requesting a certificate If an attorney can provide the client’s security questions, we can send the certificate via email or fax. Counselors cannot change the client’s attorney information without getting verbal verification directly from the client themselves.
Adding Or Removing A Spouse From An Account

CLIENT ADDING A SPOUSE How does a client add a spouse to their account? Log in to account. Scroll down to Manage Your Account. Click Add Spouse to Your Account. Enter spouse’s info (First name, Last name, Last 4 of SSN, YOB) and click Add. The added spouse’s info will now appear on the account […]
Financial Action Plan – Example

Below is an example of the current Financial (or Written) Action Plan (WAP) Financial Action Plan – Example