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Do-Not-Call Policy

$75.00

The purpose of this Do-Not-Call Policy Template is to address national Do-Not-Call registry and Telephone Consumer Protection Act (TCPA) compliance of a bank, credit union, or other type of financial institution.  In general, Federal Communications Commission (FCC) regulations prohibit all commercial telemarketers from calling any phone number on the registry without being subject to financial penalties.  For those numbers not on the registry, the regulations set a maximum rate on the number of abandoned calls and require telemarketers to transmit caller ID information.  The regulations also modify the FCC’s unsolicited facsimile advertising requirements, which in turn were modified by the Junk Fax Prevention Act.

Description

Do Not Call Policy

The purpose of this Do Not Call Policy Template is to address national Do Not Call registry and Telephone Consumer Protection Act (TCPA) compliance of a bank, credit union, or other type of financial institution. In general, Federal Communications Commission (FCC) regulations prohibit all commercial telemarketers from calling any phone number on the registry without being subject to financial penalties. For those numbers not on the registry, the regulations set a maximum rate on the number of abandoned calls and require telemarketers to transmit caller ID information. The regulations also modify the FCC’s unsolicited facsimile advertising requirements, which in turn were modified by the Junk Fax Prevention Act.

Table of Contents

  • Purpose and Contents – Topic 1
  • Policy Statement – Topic 2
  • Definitions – Topic 3
  • General Requirements – Topic 4
  • Bank Telemarketing Activities – Topic 5
  • Do-Not-Call Compliance – Topic 6
  • Automated Dialing and Abandoned Calls Compliance – Topic 7
  • Removal Requests and Complaints – Topic 8
  • Audit Policy – Topic 9
  • Staff Training – Topic 10
  • Retention of Documentation – Topic 11

This Do Not Call Policy Template (approximately 7 pages) is available to purchase from BankPolicies.com in Microsoft® Word format for $75.00

NOTE: The complete contents of this product are also included in the Marketing Plan and Program Policy Template.

We offer bank policy template documents that are fully customizable to help meet your financial institution’s needs. Once you place your order with us, we will send the Microsoft Word documents directly to your email inbox. Our service is fast so you don’t have to wait to get started.

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When updates are made you will receive detailed information regarding why the product was updated and what has changed within the product in our Product Update Notification e-mail correspondence. This enables you to make an informed decision on whether to make any changes to the policy or procedure you implemented for your financial institution from the revised template.

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