What do I do after my Provider sends me my checks?

Your provided may mail you your checks and they may be addressed to your destination provider. In this case, we will mail you a forwarding envelope that you can use to deposit your checks. Our envelope will contain:
    1. Pre-addressed, postage paid envelope
    2. A letter with Instructions for next steps

Why do I need it:

We want to make your transfer as smooth and effortless as possible. This package ensures your funds reach your new provider quickly and securely, without you needing to worry about finding stamps or envelopes.

What to do:

  1. Open the Envelope and read the instructions.
  2. Place the check and any required forms in the additional pre-addressed envelope.
  3. Seal the envelope and put it in your mailbox.
  4. Notify your User Transfer Specialist after mailing.

he frequently asked questions, or FAQs, are intended to be helpful and to get you thinking in a more sophisticated manner about your account transfer and related issues. However, these are not meant for accounting, tax, finance, or legal advice, not intended to be exhaustive, and do not create any relationship or duty on our part to assist your particular situation. We offer no warranties on the accuracy or completeness of the information as there could be developments of any kinds, including, but not limited to, any changes in relevant laws and regulations.