Get Trust Organization Profile Sungard Addvantage

Filling out the Trust Organization Profile SunGard AddVantage online is an essential process for organizations to manage their trust information effectively. This guide will provide you with clear, step-by-step instructions to ensure a smooth and accurate completion of the form.

Follow the steps to complete the Trust Organization Profile online.

1. Press the ‘Get Form’ button to access and open the Trust Organization Profile form in a suitable editor.
2. Begin by entering the organization details in the designated fields. Include the organization name, address (line 1 and line 2), city, state, and zip code.
3. Fill out the contact information section, which includes fields for operations, administration, and executive contacts. Provide the necessary names and titles.
4. In the ‘Current Date’ field, enter today's date. In the ‘AddVantage user since’ field, specify the year your organization started using AddVantage.
5. For organization information, input the market value of assets, number of accounts, total number of employees, and number of operations staff.
6. Provide the phone number of the organization and select the delivery mode by checking one option from the provided choices.
7. In the ‘Products’ section, indicate the status by specifying if you are (U)sing, (P)urchased but not using, or leaving it blank if neither applies.
8. Complete the ‘Sub-Systems’ section similarly by specifying product usage and any additional systems your organization operates.
9. Fill in the vendors' information, indicating the provider for services like pricing, custody/depository, and others. Add any additional providers not listed.
10. Once all sections are completed accurately, review your entries. Save your changes, and choose to download, print, or share the form as needed.

Complete the Trust Organization Profile online for efficient document management.