Helpful Links
Click here to access your Board Management Software for Trustee meetings, voting between meetings, contacts, library and more,
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 25 MB in total, 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.