Onboarding: Pre Onboarding Action Items

‍Pre Onboarding Action Items

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1. W-9s (for U.S. 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

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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.

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3. New Client Form 1: Set Up Questions

Once the contract has been received and invoice completed our team will send you the New Client Form 1: Set Up Questions along with an introduction to our Client Success Manager. Please complete the form and return it along with artwork 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.

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

Cultivate an Engaged and Successful Alumni Community Program

• The Generosity of a Powerful Alumni Network
• Top 4 School Fundraising Strategies
• 7 Steps to Measurable Community Success