Submit Client Form

 

Your Client Profile:

*Name
Company / Firm
*E-mail
Phone:
Address:
City, State:
Zip:

* Required Information

In what manner would you prefer to order records?
Not sure
Fax
E-mail
Online at www.seagroveinc.com
Seagrove representative pickup

How often would you like to receive status reports?
Bi-Weekly
Monthly
Other (please describe special instructions in the text box below)

How would you prefer to receive your status reports?
Phone
E-mail
Postal Mail
Fax

If different than contact info above, please tell us where your status reports should be sent:

At what amount will you require that we get fee approval from you for custodian fees?
$200
$300
$400
$500
Special Amount (please describe fee and special instructions in the text box below)

If different than contact info above, please tell us where your status reports should be sent:

Will you typically require a statement of "no records" from the custodian?
yes
no

How do you prefer your records to be bound?
GBC (black comb) - top
2-Hole ACCO - top
GBC (black comb) - side
3-Ring - left side
Other (please describe special instructions in the text box below)

Please let us know about any other special requests or instructions not mentioned above:

        

 

 

 

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