SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM
Dec 13, 2015
SLGSafe Administrators
Do I Have To Fill Out This Form Every Time?
2 0 1 3 S TAT E A N D L O C A L G O V E R N M E N T S E R I E S S E C U R I T I E S F O R U M
Purpose of an Administrator
• Be the contact between your organization and Fiscal Service.• Add and delete users as needed.• Keep Fiscal Service informed of any contact changes for
existing users.• Forward emails from Fiscal Service to your SLGSafe users.• Be authorized by your organization to act on its behalf.
2 0 1 3 S TAT E A N D L O C A L G O V E R N M E N T S E R I E S S E C U R I T I E S F O R U M
4144-5
• Must be submitted every time you are adding users or changing administrators.
• Fiscal Service requires original signatures.• A corporate seal, signature guaranteed stamp, or medallion
stamp are required.• Administrators and backups must both sign the form the first
time you send it in. After that, either may sign.
2 0 1 3 S TAT E A N D L O C A L G O V E R N M E N T S E R I E S S E C U R I T I E S F O R U M
2 0 1 3 S TAT E A N D L O C A L G O V E R N M E N T S E R I E S S E C U R I T I E S F O R U M
2 0 1 3 S TAT E A N D L O C A L G O V E R N M E N T S E R I E S S E C U R I T I E S F O R U M
2 0 1 3 S TAT E A N D L O C A L G O V E R N M E N T S E R I E S S E C U R I T I E S F O R U M
Always Required for New User
• 4144-5, signed by administrator or backup• 4144-5 must have seal or signature
guaranteed stamp• 4144-6 signed by new user • Must have original signatures
Other changes
• Old User, New Name– 4144-5 and new 4144-6 with new name and
signature• Change Administrators or Backup– new 4144-5 with new administrator or backup
signature, signature of staying administrator and seal or stamp
User Management Tab
User Management Tab cont.
User Management Tab cont.
Narrow down your search by also using other criteria such as city, state, or zip.
Recertification• Report usually sent in late May/ early June• Quick turn around time• Please return ASAP• Can only delete users with this report• If changing administrators or making a name change, submit
new forms• If not recertifying all users on report, indicate which ones
you are responsible for• Report sent to administrator and backup
Do I Have To Fill Out This Form Every Time?
Yes!Questions?