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04/07/2022
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04/07/2022
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04/07/2022
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04/07/2022
Balance Check in the Customer Validation Tool Instructions

When given explicit permission by permit holders to do so, MSPs have the ability to perform balance checks for EPS and Local Trust accounts at the permit level. The MSP will not be granted access to the permit holder's account, but will only be able to verify if sufficient funds are available prior to a mailing.