AGP Digital Marketing is the best digital marketing agency for your credit union or non-profit
General Information
What type of form?
Membership app
Static or Dynamic?
Static
Do we need to re-create it into an editable format?
No
Does the data need to be validated?
No
Any file uploads for the form?
Yes
Please provide full name, email and access level
Public or Private?
Public
Do you have an existing document to work from?
Yes
How often will new data be supplied to be refreshed?
NA
If yes, then which fields?
NA
How many back-end users?
Do you want PDF, CSV or just email data reporting?
PDF, CSV
Intake (Portal)
Would you like a Submissions Portal?
Yes
Do you want users to be able to delete submissions?
No
Any custom requests or features?
Do you want users to be able to edit submissions?
No
Do you want users to select statuses?
Yes
Intake (Notifications)
Thank You page upon submission?
Yes
For either, please indicate page
User email?
Yes
Admin email?
Yes
Please specify to which user
Any attachments to outgoing emails?
If yes, which emails and to whom?
For Membership Forms
How many joints members?
1
How many beneficiaries?
2
How should we structure backup withholdings verbiage?
Like ILWU
General Notes
General notes
* US citizen: Valid
* Non-US citizen: green card + foreign passport + valid US
* If address doesn’t match, then require utility bill or proof of residence
* Employer name + occupation
* Add note about last known occupation
* Minor can apply, but parent has to be joint
* POD = 2; SSN optional
* share + checking
* esign + disclosures
* Non-US citizen: green card + foreign passport + valid US
* If address doesn’t match, then require utility bill or proof of residence
* Employer name + occupation
* Add note about last known occupation
* Minor can apply, but parent has to be joint
* POD = 2; SSN optional
* share + checking
* esign + disclosures
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Date Submitted
09-13-2021 5:22:56 pm
Submitter's IP Address
142.44.84.19
Submitter's Username
Submitter's User ID
0
Language Code
en-GB
Confirmed
Yes
ID
1240
