Telephone Script
1. Would you like to set up a Direct Debit over the phone now?
- ‘Yes’ - proceed to next question
- ‘No’ - check if the member would prefer to receive a paper DDI and if so request paper Direct Debit Instruction is sent to member via the CRM letters option. If member doesn’t want Paper DDI offer other payment methods.
2. Can you confirm that the account to be debited is in your name? (Can be their actual name or just a business name)
- ‘Yes’ - proceed to next question
- ‘No’ - "We are unable to process a Paperless Direct Debit if the account is not in your name." Would you like me to send you a paper DDI?" If so requested paper DDI is sent to member via the CRM letters option. If the member doesn't want paper DDI, offer other payment methods.
3. Are you the only person required to authorise debits from this account? (I.E. Only one signatory is required)
- ‘Yes’ - proceed to next question
- ‘No’ -‘We are unable to process paperless direct debits if more than one signature is required - would you like me to send you a paper DDI?’ If so request paper Direct Debit Instruction is sent to member via the CRM letters option. If member doesn’t want Paper DDI offer other payment methods.
4. Thank you can I now please take the account number, sort code and the name on the account?
- a) ‘Yes’ - enter the details into CRM, then verbally confirm the details as correct before clicking save
Let me just confirm your Bank or Building Society account details back to you. Your account name is XXXXX XXXXXX, your account number is XXXXXXXX and your branch sort code is XX XX XX. Is that correct?
- b) ‘No’ "Do you have a cheque book or bank statement to hand as they provide this information?"
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- ‘Yes’ - Take the details and enter into CRM, then verbally confirm the details as correct before clicking save
- ‘No’ - check if the member would prefer to receive a paper DDI and if so request paper Direct Debit Instruction is sent to member via the CRM letters option. If member doesn’t want Paper DDI offer other payment methods.
5. You will be sent confirmation of this agreement in the post within 3 working days of this phone call and no later than ten working days before the 1st collection. The NFU will give you 10 working days notice of any changes to your Direct Debit and your subscription payment will appear on your bank statement against the company name NFU. A copy of the safeguards under the Direct Debit Guarantee will be sent to you with our confirmation letter or I can explain these to you now?
- If answer is ‘read it now’, read the Direct Debit Guarantee below. If the answer is no, go to ending call.
NFU Direct Debits
Direct Debits can now be set up online or by telephone as well as by the original forms and postal method.
A guarantee is offered by all banks and building societies that accept instructions to pay Direct Debits.
If there were to be changes to the amount involved, payment date or frequency of your Direct Debit, the NFU will notify you at least ten (10) working days in advance of your account being debited. If you request the NFU to collect a payment, confirmation of the amount and the date for the collection will be given to you at the time of the request.
In the event of an error being made during the payment of your Direct Debit by the NFU or your bank / building society, you are entitled to a full and immediate refund of the amount involved. If you receive a refund that you are not entitled to, you must pay it back when asked to do so by the NFU.
You can cancel a Direct Debit at any time by simply contacting your bank or building society; written confirmation may be required by them to do this. Please also notify the NFU that you are cancelling it.
In order to set up the Direct Debit instruction online you will need to provide some bank or building society information, all of which can be found on your debit card or cheque book: