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Greentree & Associates Tour - Assignment Form
The Greentree and Associates assignment form (sample below)
has been developed to provide our clients with an easy to use
template for entering data in our system.
Step One: Complete each section, then
click 'Process' to initiate the assignment
process.
Step Two: Should the completion of an
assignment require additional documentation, click 'Attachment'
prior to submitting the form.
These two easy to follow steps are all that's necessary to begin
the process of assigning an account.
Click 'Client Page' to
view available options once an account has been assigned.
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