PKCPAMST
Level 5
04-14-2021
01:27 AM
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1. Make a copy of the client file.
2. In the copy made in Step 1, change the client's Social Security number to 999-99-9999.
3. Obtain a REP approval. Because of all 9s above, you will be not charged a fee for REP.
This way, you can do the what-if analysis.