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Trustee Resources

Helpful Links

Click here to access your Board Management Software for Trustee meetings, voting between meetings, contacts, library and more,

Click here  to access your Trustee Filing Cabinet account. If you need assistance with your login and password, please complete the form below, and note in the message field that you would like assistance with Trustee Filing Cabinet.  You may also contact your Client Services team for assistance.  

Need a Trustee Expense Voucher?  You may download one here.

Secure Send Form

Use the form below to securely send sensitive information to your Client Services  team. The information and attachments you supply here are protected during transmission to us, using industry standard encryption methods that satisfy stringent privacy laws and regulations, including HIPAA.

Fields marked with an asterisk (*) are required. You may send files up to 18 MB in size, in the following formats:

Image Formats: JPEG, JPG, GIF, PNG, BMP
Portable Document Format (PDF)
Spreadsheet Formats: .XLS, .XLSX, CSV
Word Processing Formats: .DOC, .DOCX

Use the “Browse” buttons to select your file for upload. Once you have attached the files you wish to upload, choose the Client Services team you wish to deliver to and click the “Submit” button to complete your submission.  If you access this page from your mobile device, you may use the camera to take photographs of the attachments you wish to upload.