Safeguards Rule Resources

Our systems and processes have been updated in accordance with the changes required by the Safeguards Rule, effective June 9, 2023. The documents below offer proof of our compliance with these changes.

Service Provider Agreement Request Form

This document confirms our compliance with the guidelines of the Safeguards Rule.

See sample.

Certification Letter Request Form

The document details the steps we have taken to ensure your customer information is protected.

See sample.