Get Financial Services Advantage Form A

This guide provides comprehensive instructions to help you successfully complete the Financial Services ADVANTAGE FORM A online. Whether you are establishing or changing managers or authorized signers on accounts, follow these steps for a streamlined process.

Follow the steps to fill out the Financial Services ADVANTAGE FORM A online.

1. Click the ‘Get Form’ button to retrieve the Financial Services ADVANTAGE FORM A and open it in your chosen editor.
2. Identify the purpose of the form by checking the applicable box(es) indicating whether you are establishing or changing an organization manager, adding authorized signers, or deleting authorized signers.
3. Fill in the required account details including the account number and account name. If additional space is needed, attach extra pages.
4. For establishing a new Org Manager, provide the name and Advantage User ID of the new manager in the designated fields. Include any additional relevant information as required.
5. If changing an Org Manager, specify both the previous and new manager’s information. Indicate whether the predecessor will remain an authorized signer by circling 'YES' or 'NO'.
6. To add authorized signer(s), list their names and Advantage User IDs appropriately. Ensure that all entries are clear and accurate.
7. If deleting an authorized signer, include their name and Advantage User ID in the appropriate section to facilitate the deletion process.
8. Ensure that you sign the form in the designated area, confirming compliance with university policies related to conflict of interest. Include the date with your signature.
9. Once all sections are complete and you verify the information, save the changes, and download or print the completed form as needed.
10. Submit the completed form to your Financial Services accountant as per the outlined submission instructions.

Start filling out the Financial Services ADVANTAGE FORM A online to manage your organization accounts efficiently.