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SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

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Page 1: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

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

Page 2: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

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

Page 3: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

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

Page 4: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

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

Page 5: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

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

Page 6: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

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

Page 7: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM
Page 8: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM
Page 9: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM
Page 10: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

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

Page 11: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

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

Page 12: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

User Management Tab

Page 13: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

User Management Tab cont.

Page 14: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

User Management Tab cont.

Narrow down your search by also using other criteria such as city, state, or zip.

Page 15: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

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

Page 16: SLGSafe Administrators Do I Have To Fill Out This Form Every Time? 2013 STATE AND LOCAL GOVERNMENT SERIES SECURITIES FORUM

Do I Have To Fill Out This Form Every Time?

Yes!Questions?