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Tool Kit

Home 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)