On-boarding form

Let's get started with the on-boarding process

Greetings! Welcome to the team!

I will be helping your on-boarding manager by collecting the below described forms:

  • IRS Form 2848

    Allows for us to correspond and work with the IRS on your behalf

  • IRS Form 8655

    Gives us authorization to file and remit tax payments on your behalf

  • CA DE-26

    (if doing business in CA) Gives us authorization to file and remit tax payments on your behalf

  • Direct Deposit Enrollment Form

    Authorization to initiate employee direct deposit and electronic billing

  • Service Agreement Forms

    States the agreed commitment between RABco and the client

Please fill out the fields below. With the information provided I will be able to pre-fill out the described forms I need and send it back to you for your electronic signature.

Once I get all the documents electronically signed, I will introduce you to your on-boarding manager - who is responsible for setting up your account, and conducting software training sessions with you. After you are comfortable with the system you will be introduced to your permanent relationship manager.

If you have any questions at all, please do not hesitate to reach out.