360Alumni Preboarding Steps

Welcome to the family of 360Alumni clients! Here are the first items we'll need to get started:

1. W-9s (for US-Based clients)

Download 360Alumni's IRS form W-9 and provide it to your accounting department.

Send us a copy of your IRS form W-9 so that we can send you proceeds from your community.

2. ACH Transfer Authorization Form

Please download, complete and return this ACH transfer form and return it to us so that we can promptly send you proceeds from your event, fundraising and membership sales.

3. New Client Form 1: Set Up Questions

Once the contract has been received and payment received, it's time to fill out the New Client Form 1: Set Up Questions. At this point you'll be introduced to your Client Success Manager, if you haven't met already.

Please complete the form and return it along with your image assets so we can proceed with your community site creation. You do not need to request access on the form, you can either download it as a .doc or make a copy to your own Google Drive, if you'd like to collaborate with other team members on it.

Once we receive all these materials, we will have your community set up in approximately seven business days.

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Cultivate an Engaged and Successful Alumni Community Program:

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• Who You Need & What it Costs to Run a Wildly Successful Online Alumni Community
• Alumni Career Services: A Win-Win for Graduates and Institutions