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Client Onboarding Survey

"*" indicates required fields

Company / Organization Information

e.g. Just Futures, PBC
e.g. Just Futures
e.g. LLC, 501(c)3
Abbreviated, e.g. CA
e.g. December 31st
e.g. Gusto

Contact Information

Authorized Signer Name*
Active Plan Contact Name
I.e. If the signer is not also the main point of contact for plan design calls / admin portal trainings, etc. please identify the primary point of contact here
Additional Plan Contact 1
If there are additional contacts who should be included on emails
Additional Plan Contact 2

Employment Information

This field is for validation purposes and should be left unchanged.