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How to use or fill out Online Money Manager Agreement and Disclosure with our platform
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Click ‘Get Form’ to open the Online Money Manager Agreement and Disclosure in the editor.
Begin by reviewing the Enrollment Instructions section. Ensure you have an account with United Community Bank, as enrollment is required to access the service.
In the Introduction section, familiarize yourself with key terms such as 'you', 'we', and 'account'. This will help you understand your rights and responsibilities.
Proceed to fill out your Username and Password requirements. Make sure your chosen credentials meet the specified criteria for security.
Review the sections on Online Banking Services, Bill Payment, and Popmoney®. Understand how these services work and any associated fees.
Complete any necessary fields related to eAlerts if you wish to receive notifications about your account activities.
Finally, ensure all information is accurate before saving or submitting your completed form through our platform.
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29 CFR 2550.404a-5 - Fiduciary requirements for disclosure
The plan administrator of a covered individual account plan must comply with the disclosure requirements set forth in paragraphs (c) and (d) of this section.
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