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1. How do you prefer to send records orders?

Fax

E-mail

Online at www.keais.com

Keais Representative pickup

2. In general, how often would you like status reports?

Bi-weekly

Monthly

Other (Please specify below)

Please Note: All information requiring immediate attention will be statused as the situation arises.

3. How do you prefer to receive your status reports?

Fax

E-mail (Please provide e-mail address below)

Other (Please specify below)

4. At what amount will you require we get fee approval from you for custodian fees?

$200

$300

$400

$500

Other (Please specify below)

5. Will you typically require a statement of "no records" from the custodian?

Yes

No

6. How do you prefer your records to be bound?

GBC (black comb) - top

2-hole ACCO - top

GBC (black comb) - side

3-ring - left side

Other (Please specify below)

7. Please let us know about any special requests not previously mentioned…

For instance, will you require an official statement in the event that no records exist?

 
 

We look forward to being your records retrieval service far into the future!

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