Beneficiary Updates
Submitting Employee:
*
Please Select
avery@clearstrategyteam.com
angelo@clearstrategyteam.com
beth@clearstrategyteam.com
bhanu@clearstrategytax.com
brianna@clearstrategyteam.com
cathy@clearstrategyteam.com
cieara@clearstrategyteam.com
devin@clearstrategyteam.com
dom@clearstrategyteam.com
elijah@clearstrategyteam.com
eric@clearstrategyteam.com
erin@clearstrategyteam.com
felicia@clearstrategyteam.com
hannah@clearstrategyteam.com
isabelle@clearstrategyteam.com
jessica@clearstrategyteam.com
joaquin@clearstrategyteam.com
Johnp@clearstrategyteam.com
jharris@clearstrategyteam.com
kaitlynn@clearstrategyteam.com
katiesc@clearstrategyteam.com
kristin@clearstrategyteam.com
laurie@clearstrategyteam.com
leslee@clearstrategyteam.com
linda@clearstrategyteam.com
macy@clearstrategyteam.com
mark@clearstrategyteam.com
marty@clearstrategyteam.com
mary@clearstrategyteam.com
msanlor@clearstrategyteam.com
nick@clearstrategyteam.com
paul@clearstrategyteam.com
rachel@clearstrategyteam.com
raedeane@clearstrategyteam.com
ryan@clearstrategyteam.com
samantha@clearstrategyteam.com
shanna@clearstrategyteam.com
stephanie@clearstrategyteam.com
tj@clearstrategyteam.com
todd@clearstrategyteam.com
tracy@clearstrategyteam.com
Rep of Record:
*
Please Select
brianna@clearstrategyteam.com
devin@clearstrategyteam.com
dom@clearstrategyteam.com
eric@clearstrategyteam.com
jharris@clearstrategyteam.com
mary@clearstrategyteam.com
nick@clearstrategyteam.com
paul@clearstrategyteam.com
tj@clearstrategyteam.com
todd@clearstrategyteam.com
Account #1 - Owner(s) Name:
Company Name:
Last 4 of Account #:
Changes:
Additional Accounts:
Yes
No
Account #2 - Owner(s) Name:
Company Name:
Last 4 of Account #:
Changes:
Additional Accounts:
Yes
No
Account #3 - Owner(s) Name:
Company Name:
Last 4 of Account #:
Changes:
Additional Accounts:
Yes
No
Account # 4 - Owner(s) Name:
Company Name:
Last 4 of Account #:
Changes:
Additional Accounts:
Yes
No
Account #5 - Owner(s) Name:
Company Name:
Last 4 of Account #:
Changes:
Additional Accounts:
Yes
No
Account #6 - Owner(s) Name:
Company Name:
Last 4 of Account #:
Changes:
Additional Accounts:
Yes
No
Account #7 - Owner(s) Name:
Company Name:
Last 4 of Account #:
Changes:
Additional Accounts:
Yes
No
Account #8 - Owner(s) Name:
Company Name:
Last 4 of Account #:
Changes:
Tasks assigned to:
Please Select
Customer Service
Customer Service - Diamond Clients
Submit
Should be Empty: