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Select Employee Group (SEG)
Company Information
(Required fields are indicated by an asterisk *)
* Company Name:
* Type of Business:
* Year Established:
* Contact Person:
* Contact's Title:
Contact E-Mail Address:
* Physical Address:
Suite Number:
* State:
Choose
AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
* Zip:
Mailing Address (if different):
Suite Number:
City:
State:
Choose
AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Zip:
* Business Days:
Choose
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
through
Choose
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
* Business Hours:
to
Shifts (if applicable):
* Phone Number:
Fax Number:
* Number of Full-Time Employees:
* Number of Part-Time Employees:
Does your company currently offer credit union membership as an employee benefit?
Yes
No
If yes, name of credit union:
Do you offer Direct Deposit?
Yes
No
Do you offer an employee benefits day at which we might participate?
Yes
No
Dates:
Do you publish an employee newsletter?
Yes
No
May we insert promotional or educational articles or ads?
Yes
No
May we insert information in your payroll checks?
Yes
No
Do you have a bulletin board where we can place information?
Yes
No
Location:
Are you interested in having financial planning seminars at your company location for your employees?
Yes
No
Are you interested in having us speak to your employees at your facility?
Yes
No
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