Things to keep in mind when filling out the form:
We only need one form per agency, with one exception. If multiple brokers at an agency would like access, submit unique forms for each user.
- Brokers do not need to complete an access form for each client since we have non-disclosure agreements on file already.
- Brokers and consultants will select only the “Broker/consultant” check box. Also check “add new user.”
- Broker will fill out form exclusively with the broker information.
We do need one form per group for group contacts that will have access.
- Group contacts will select the “GFA employer group” box that corresponds with their enrolled size.
- Group contacts will also select the box: “Add new security admin (one per organization).” Each additional group user will select add new user access.
- Group contacts will fill this out exclusively with just the group information, not the broker.
Questions about how to fill out the form? Reach out to your account executive.
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