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Q&A: Documents Needed

 

Whom should I contact to get the latest W9 form?

Please refer to the W9 document attached below.

 

Can you provide the most recent Sole Source letter?

Please refer to the Sole Source Letter attached below.

 

What documents are needed to get our school’s name changed?

For an official name change, we require legal documentation in addition to the customer's school letterhead. This documentation is necessary to maintain an audit trail for the change. Acceptable documents include board meeting minutes or state agency filings that officially record the name change.


Please note that a W-9 form alone is insufficient, and a letter on the customer's letterhead must also be accompanied by the relevant legal documentation.
Kindly provide the legal documentation reflecting the name change of your organization, and the Renewals Manager will assist you accordingly.

 

What are the things to be taken care before getting the renewals adjusted with current enrollment count?

You can check your system for the current enrollment count and share it with the Renewals Manager before getting the renewals signed. They will assist you with adjustments accordingly.

 

 

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Attachments
 

Whom should I contact to get the latest W9 form?

Please refer to the W9 document attached below.

 

Can you provide the most recent Sole Source letter?

Please refer to the Sole Source Letter attached below.

 

What documents are needed to get our school’s name changed?

For an official name change, we require legal documentation in addition to the customer's school letterhead. This documentation is necessary to maintain an audit trail for the change. Acceptable documents include board meeting minutes or state agency filings that officially record the name change.


Please note that a W-9 form alone is insufficient, and a letter on the customer's letterhead must also be accompanied by the relevant legal documentation.
Kindly provide the legal documentation reflecting the name change of your organization, and the Renewals Manager will assist you accordingly.

 

What are the things to be taken care before getting the renewals adjusted with current enrollment count?

You can check your system for the current enrollment count and share it with the Renewals Manager before getting the renewals signed. They will assist you with adjustments accordingly.

 

 

Was this Article Helpful?

  • Kudo this article if you found it helpful. It will help others find this resource.
  • Comment directly on this article to request clarification or share feedback about the content of the article.
  • Use the product-specific forum for questions not directly related to this article.
Attachments
 

Whom should I contact to get the latest W9 form?

Please refer to the W9 document attached below.

 

Can you provide the most recent Sole Source letter?

Please refer to the Sole Source Letter attached below.

 

What documents are needed to get our school’s name changed?

For an official name change, we require legal documentation in addition to the customer's school letterhead. This documentation is necessary to maintain an audit trail for the change. Acceptable documents include board meeting minutes or state agency filings that officially record the name change.


Please note that a W-9 form alone is insufficient, and a letter on the customer's letterhead must also be accompanied by the relevant legal documentation.
Kindly provide the legal documentation reflecting the name change of your organization, and the Renewals Manager will assist you accordingly.

 

What are the things to be taken care before getting the renewals adjusted with current enrollment count?

You can check your system for the current enrollment count and share it with the Renewals Manager before getting the renewals signed. They will assist you with adjustments accordingly.

 

 

Was this Article Helpful?

  • Kudo this article if you found it helpful. It will help others find this resource.
  • Comment directly on this article to request clarification or share feedback about the content of the article.
  • Use the product-specific forum for questions not directly related to this article.
Attachments
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Last update:
‎10-10-2024 10:59 AM
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