SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM.

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Presentation transcript:

SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

Purpose of an Administrator Be the contact between your organization and Fiscal Service. Add and delete users as needed. Keep Fiscal Service informed of any contact changes for existing users. Forward s from Fiscal Service to your SLGSafe users. Be authorized by your organization to act on its behalf STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

Must be submitted every time you are adding users or changing administrators. Fiscal Service requires original signatures. A corporate seal, signature guaranteed stamp, or medallion stamp are required. Administrators and backups must both sign the form the first time you send it in. After that, either may sign STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

Always Required for New User , signed by administrator or backup must have seal or signature guaranteed stamp signed by new user Must have original signatures

Other changes Old User, New Name – and new with new name and signature Change Administrators or Backup – new with new administrator or backup signature, signature of staying administrator and seal or stamp

User Management Tab

User Management Tab cont.

Narrow down your search by also using other criteria such as city, state, or zip.

Recertification Report usually sent in late May/ early June Quick turn around time Please return ASAP Can only delete users with this report If changing administrators or making a name change, submit new forms If not recertifying all users on report, indicate which ones you are responsible for Report sent to administrator and backup

Do I Have To Fill Out This Form Every Time? Yes! Questions?