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Associate's Name Date Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 2016 2017 2018
Account Name
Contact Date Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 2016 2017 2018
Contract Date Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 2016 2017 2018
Implementation Date Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 2016 2017 2018
Contract Term
Primary Branch Keeler Office Tulsa Office TDW
Primary Agent
Service Fee Amt
Trams Account Number
Account Contact
Contact Title
Account Phone #
Estimated Account Volume 0 - 50,000 50,000 - 100,000 150,000 - 250,000 250,000 - 350,000 350,000 - 500,000 Over 500,000 (Select One)
Payment Method
Comments:
It is required that you return a copy of this form to Gary & Greg
Approval ___________________________________ Date ____________ (Signed by Officer)