As a leading wealth management firm, we offer proactive expert advice and comprehensive capabilities including financial planning, investment management, private and business banking, trust and estate services, philanthropic advisory, online services and family office solutions.
This streamlined process eliminates the use of manual forms and performs functions like these online:
- Initiating stop payments
- Receiving photocopy requests
- Rescheduling pending payments
- Reissuing payments
- Requesting duplicate tax forms
Additionally, defaults are set within the system to reduce the amount of input required. And, validations are in place to promote complete and accurate data, reducing the amount of corrections needed later.
Let Benefit Payments Passport® help you:
- Access real-time current and historical participant information with our easy-to-use browser-based inquiry and update system.
- Receive the most current participant data to accurately answer participant inquiries immediately.
Benefit Payments Passport® offers you the freedom of gaining access to participant information when you need it.
|Click here to email this page|