State Crossword Puzzle

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Across
  1. 2. Report used by FAs and Branch employees to see if a specific account number or client was impacted
  2. 5. Dave Matute's favorite food is__________(hint: Not Ecuadorian)
  3. 7. As per the email received on 4/20; From connect, which tool do you use to view State, Federal and Refilling reimbursements all in one view.
  4. 8. An understated cost basis results in this situation
  5. 9. Only information needed to be collected in order to process a State Acceptance Agreement Letter request
Down
  1. 1. What is the description you will see on 3D when a client refilling fees have been reimbursed (email from Matt Mathias on 4/20)
  2. 3. When accessing the Federalcommtool, If you do not see a credit yet, what program you must review before telling the client a credit has not yet been issued? (hint: use letters not numbers)
  3. 4. Title of MS employee who must confirm that they have spoken to the client in order to request a CAA
  4. 6. An overstated cost basis results in this situation