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Zelle Unauthorized Questionnaire

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"I did not authorize a debit or credit to my account"   

Note: Both credits and debits are disputable


Zelle Unauthorized

Question

Property

Type

Values

Mandatory/Optional/Conditional

Notes
Have you ever done business with any of the merchants involved in the unauthorized transactions?DoneBusinessWithY/NY/NMandatory
Were you contacted by anyone requesting a payment?WasContactedY/NY/NMandatory
Did you perform the transfer, but later identified the transfer was due to a scam?IdentifiedTransferDueToScamY/NY/NConditionalMandatory if WasContacted= "Yes"
Was the scam related to a disaster?
Y/NY/NConditionalMandatory if IdentifiedTransferDueToScam= "Yes"
What entity did the scammer impersonate?
Text
  • I contacted the merchant to make this purchase
  • I was contacted by the merchant to make this purchase 
ConditionalMandatory if IdentifiedTransferDueToScam= "Yes"
Who initiated contact for this purchase?

ChoiceConditionalMandatory if IdentifiedTransferDueToScam= "Yes"
Please describe the situation in which you were scammed.DescribeScamSituationText
ConditionalMandatory if IdentifiedTransferDueToScam = "Yes"
Have you ever authorized anyone to use your online banking account?HasAuthorizedPersonToUseOLBY/NY/N

Who did you give authorization to use your online banking?WhoWasAuthedForOLBText
ConditionalMandatory if HasAuthorizedPersonToUseOLB = "Yes"
Have you ever shared your online banking credentials?HasSharedOLBCredsY/NY/N

Who did you share your online banking credentials with?WhoWereOLBCredsSharedWith

ConditionalMandatory if HasSharedOLBCreds = "Yes"

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Rule(s)UnauthorizedZelle

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