Tool Kit

Welcome to the UCS Employee Tool kit.  This site is designed to house frequently used documents for employees and support the sales team and CSR’s while visiting a client allowing them to print supporting material from an onsite client visit.

NOTE:  You must completely log out prior to leaving a client site.

Sales and CSR Tools

Fee Schedule

 

UCC Brochure Insert

 

Corporate Brochure Insert

 

Registered Agent Brochure Insert

 

Overview of Services

 

Misc. Employee Tools

Phone Directory

 

W-9 Form

 

ACH Payment Instructions

 

Request for PTO  (coming soon)

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