| Training and Procedures | Plan Changes and Maintenance | Payment and Access Forms | Account Corrections |
Payment Request Form - Use this form when requesting payment from a plan.
W9 form - Use this form when requesting payment from a plan for a new payee.
TPA Transactional Fee Form - Use this form when requesting your transaction fees be set up on an automated basis for an existing plan.
TPA PartnerLink Authorization Form - Use this form when adding or deleting users to your firm level access.
PartnerLink® Access Form - Use this form when adding PartnerLink® users to an individual plan.