Get Flexnote Conversion Form - Symerge

Filling out the FlexNote Conversion Form - Symerge online is a straightforward process. This guide will walk you through each step, ensuring you understand how to complete the form effectively.

Follow the steps to successfully complete the FlexNote Conversion Form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by providing the first lender's name in the designated field. Ensure that you enter this information accurately to avoid future complications.
3. Next, fill in the street address, city, state, country, and ZIP code for the lender. This information is crucial for identification and correspondence.
4. Enter the phone number and email address. This allows for efficient communication regarding the transfer or conversion of funds.
5. Select the desired option to transfer funds from your FlexNote account to your Symerge client account or to convert funds into a charitable gift. If applicable, specify the amount for each option in the provided fields.
6. Review the terms regarding the modification of your FlexNote loan, and ensure that you fully understand the implications before proceeding.
7. Sign and date the form in the designated areas for the lender and any additional lenders. Ensure that all signatures are present to validate the form.
8. Once you have completed the form, you can choose to save changes, download, print, or share the document as necessary.

Complete your FlexNote Conversion Form online today and enjoy a streamlined process.