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Intake Questionnaires

The following questionnaires are applicable.

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Dispute Reasons & Supported Transactions

The following dispute reasons are applicable.  See Dispute Reason or Dispute Transactions for more details about these steps.

ReasonSupported TransactionsQuestionnaire
UnauthorizedPending/Posted Debits, Posted CreditsZelle Unauthorized Questionnaire
IncorrectPosted Credits and DebitsZelle Incorrect Questionnaire
Merchandise/Service DisputePosted DebitsNonCard Merchandise Services Questionnaire

Required Documentation

There are currently no required documents for Zelle claims.

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Authorizations

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For more information, see Authorizations.