The Account Transfer template allows you to engage your clients and generate a document similar to the standard SSG Account Transfer Form.

Step-by-step Guide

To engage a client with the template, click on the desired client account and click "Engagements".

If you wish to edit your engagement before sending it out to your client, choose "Create and Edit" or set the "New engagement email" to "No". Next, choose the "Account Transfer" template from the list.

In edit mode you'll be able to see the engagement exactly as the client will see it. Any edits you make will auto save for you.

We suggest that you go over the entire engagement and fill in any missing information you have access to. 

Remember that this engagement is subject to the same rules as the standard SSG Account Transfer. It can be used for full, partial, DRS/DRIP Plan, and Bank/Insurance/Annuity Transfers.

Once you're done, close out the engagement view screen by clicking the "X" button.
You're now ready to send out the engagement email to your client. Click the Send button or if you prefer to email out of your own email simply copy the link from above and paste/send from your email.

We will notify you when your client completes the engagement. Once that happens, you will have access to the signed account transfer application and the certificate of completion from the engagement details. Make sure to download any documents your client uploaded to the engagement, pack everything together and send it to SSG.

Important Information

To transfer an account belonging to a Co-client in PreciseFP, select the co-clients name from the create and send or create and edit section after clicking on engagements. The co-client is always the second name listed.

To transfer joint accounts, engage whoever  Primary Account Holder in the final document. If the Secondary Account Holder is the Co-client in PreciseFP, he/she will be able to digitally sign the same application.

If you wish to disable PreciseFP's e-signature in this template, learn more here.

Did this answer your question?