How to add or change your primary representative

  • Updated

You can add or change the primary representative on your account, but the information must be verified. Federal Law requires all financial institutions to obtain, verify, and record personal information identifying a primary representative for the organization.

 

To add or change your primary representative, follow these steps: 

  1. Visit analytics.givelify.com and sign in to your organization’s account. 
  2. Select Settings > Bank info.
  3. Select the Primary Representative tab.
  4. If you are the primary representative, check the I am the primary representative box, and some of the fields will be auto-populated.
  5. Complete all fields on the page:
    • First name, Last name
    • Title
    • Date of Birth
    • Social Security Number
    • Street address, City, State, Zip code
    • Phone number
  6. Select Save. 
    Givelify will verify the information and send confirmation once approved. The information will also be displayed on the Primary representative page as Verified

 

Under Section 326 of the Patriot Act, the US Department of Treasury requires all financial institutions to obtain, verify, and record personal information identifying one individual who manages your organization. Your data is fully encrypted by Givelify's state-of-the-art security. 

 

Feel free to contact our Customer Support team at support@givelify.com if you have any further questions.

 

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