Issue

An account holder is retiring or is no longer associated with the account, and a new one needs to be assigned to the account.

Resolutions

You can request an Account Holder change by following the link to the Account Holder Change Request Form.

The process of Account Holder changes can take approximately 3-5 business days.

Account Holders can also add a Secondary Account Holder before they leave their organization.

By adding a Secondary Account Holder, you are giving that person the right to add/edit/review all of the following for your organization:

You can read more about secondary account holders here:

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