Get Instructions For Completing - Client Contact And Website Access

Filling out the client contact and website access form is essential for managing your organization’s approved contacts and their roles. This guide provides comprehensive, step-by-step instructions to help you accurately complete the online form, ensuring proper access and updated information for all necessary individuals within your organization.

Follow the steps to complete the form easily and accurately.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor. This action will allow you to access the necessary fields to fill out the information as required.
2. Provide general information including the name of your organization, the contractholder, and the contract number. Make sure all details are accurate for processing.
3. Indicate if you want to add a new contact or change an existing contact's information. If adding, include their contract number if they already have access through another contract.
4. For any changes to an existing contact, fill in their current name and indicate any updates required, including their phone number, fax number, email address, and social security number.
5. Select the contact’s role from the options provided: Trustee, Authorized Signer, Administrative Contact, or Payroll Administrator. Remember, only one role can be assigned to an individual at a time.
6. If applicable, provide a signature specimen if the role is Trustee or Authorized Signer. Indicate whether to replace an existing signature or to add a new one.
7. Designate if the contact should also be appointed as your Primary Contact, Client Mail Recipient, Trustee Mail Recipient, or Investment Comparative Chart (ICC) Designate by checking the appropriate boxes.
8. If ACH transactions are applicable, fill in the appropriate bank names and account numbers, or check the box to delete access privileges to all existing ACH accounts.
9. To delete client contacts, list the names of the contacts to be removed from the records.
10. Complete the authorization section, confirming that you acknowledge the responsibilities and the implications of granting access to the designated individuals. Provide your signature, print your name, and state your role.
11. Finally, review all filled information for accuracy before submitting. You may fax the completed form to the toll-free number provided for processing.

Complete your client contact and website access form online today to ensure your organization's contacts are accurately managed.