Client Portal Transfer Request

Welcome - Client Portal Transfer Request: Estimated Time to Complete 7 minutes

Through the new portal, each client will have access to better manage their business and relationship with BryteBridge. Due to the differences between the previous portal and the new one, we are migrating clients systematically at the time of each new order or upon completion of the client portal transfer request.

Primary Point of Contact Name

Please provide the information for the person who we will be primarily contacting for the completion of this service.

First Last

Title/Role in the Organization

Please tell us which best describes your role to the organization.

Please enter your title/role

If you selected other above

Telephone

Phone of point of contact completing the intake questionnaire.

Email of point of contact completing the intake questionnaire.

Point of Contact Address

Address of point of contact completing the intake questionnaire. If this is the same address that will be used as the physical or mailing address for the company you will be able to apply to future questions throughout the questionnaire. If you are located in Puerto Rico please select Armed Forces Americas in the state field and follow the prompt.

Street Address Address Line 2 City State ZIP Code

Check if you are located in Puerto Rico

Puerto Rico

Organizational Information

Please provide key organization information below.

What is your Organization's Name?

The legal name of the corporation. Please enter exactly as it is registered with your state.

Please select your entity type:

Please select the type of entity of your organization. If unsure, please select unknown.

Date of incorporation

Date of the formation of your corporation with the state.

What state is your organization formed in? (Incorporation State)

Please list the state your organization is legally domiciled.

State

Organization's EIN number

What is your employer identification number (EIN)? This is the nine-digit number assigned by the IRS.

What is your fiscal year-end month?

The most common fiscal year-end is December.

Additional Contact Information

In the event you need to provide additional contact information other than the primary point of contact, please enter below.

Is your organization's primary email and phone the same as the point of contact?

Yes; I want to use my Point of Contact information for my organization

No; The organization has its own primary email and phone.

My organization does not have a primary email and phone.

Organization phone

This could be the mainline or home office number.

Organization email

Common examples are info@helptheworld.org or Treasurername@helptheworld.org

Organization website

Your Organization's Physical Address, Mailing Address

Do you want to use the point of contact's address as the organization's physical address?

The addresses where you conduct business. This can be a residence, an actual business, or if you use a third-party provider like a virtual office or mail service.

Yes

Organization Physical Address

What address do you conduct business out of?

Street Address Address Line 2 City State ZIP Code

Does the mailing address match the organization's physical address?

In the event we need to send you mail, where should we send it?

Yes

Organization Mailing Address

Please fill out if the mailing address is different from the physical address.

Street Address Address Line 2 City State ZIP Code

Organizational Profile

The organizational profile section helps us better understand the activities of your business so that we can best support you moving forward.

What is your Mission Statement?

If you don't have one fully thought out, that's okay simply tell us what your organization does in plain simple language. What is your goal? Ex. To provide meals, clothing, and other necessities to the homeless. (A few sentences at minimum)

Board Members (President, Treasurer, Secretary)

Please make sure you provide the current President, Treasurer, and Secretary details. Please note, that these instructions are for internal use. If you need to update site or IRS records to communicate with new board members, please let us know.

President Details

President Name

President First Name President Last Name

President Phone

President Email

Treasurer Details

Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.

Treasurer Name

Treasurer First Name Treasurer Last Name

Treasurer Phone

Treasurer Email

Secretary Details

Please make sure to select a President, Treasurer, and Secretary.

Secretary Name

Secretary First Name Secretary Last Name

Secretary Phone

Secretary Email

Please allow 3-5 business days to transfer past records over to the new portal.

Please check your email for an invite to the new client portal. Over the next 3-5 business days we will migrate any readily available records from the previous portal to the new portal for your access.

I understand

Comments

This field is for validation purposes and should be left unchanged.

Client Portal Transfer Request

Welcome - Client Portal Transfer Request: Estimated Time to Complete 7 minutes

Organizational Information

Additional Contact Information

Your Organization's Physical Address, Mailing Address

Organizational Profile

Board Members (President, Treasurer, Secretary)

President Details

Treasurer Details

Secretary Details

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