When you receive the 800 number and you are ready to make the appointment:
1. Write down 800 Number:
2. Redemption Center Bank Name:
3. Tell them you’re calling to schedule a foreign currency exchange – make sure to mention you have Zimbabwe Bonds OR ANY other kind of Bonds they may reroute you to another 800 number.
4. Give your name, and zip code: ________ where you want to exchange).
Your appointment information:
Date:________________ Time:_______________
Name: ______________________________________
Location Adderess:______________________________________________________
Items & Suggestions to Bring to the RV EXCHANGE Appointment:
1. Driver‘s License.
2. Second form of ID (passport, work ID, State ID).
3. Your most recent utility bill (Water, Power, etc.) to confirm residency in case you have never held an account with the bank you will be exchanging with or another form of ID.
4. Power of Attorney Paperwork (If you are exchanging for someone else).
5. Bring a note pad, (Blue pen to sign documents) Black to take notes. Bring a calculator.
6. Don’t forget your eye glass and or hearing aid if needed.
7. If you have receipts bring them if you have any, but don’t worry if you don’t (example: currency from the CBD Gurus). Bring the gifting letter if they were a gift in case they are needed (Do not offer them, only do so if they are requested).
8. Bring a list of Cashier’s Check you may need, (if any) along with the exact amounts and who they need to be Payable to.
9. Trust Fund documents (if you have them).
10. BRING your type up humanitarian projects list. Make 4 copies to hand out.
11. Use a business suit case with all of the above listed items.
The Day of Your Appointment!
Key things to remember:
• Be Claim and BREATHE! We finally made it.
• Be professional, and be alert and aware of surroundings.
• Remember the Golden Rule “Treat others the way you wish to be treated”!
• Do not demand anything while at the bank or act like a lunatic, Security will escort you out.
• If you’re going alone and feel safe, great! But if you’re not sure ask a family member or friend to come with you!
• Collect any business cards from whom you meet!
Wealth Manager’s name and phone:
Assistant’s name and phone:
Web page address:
