Client Checklist definition

Client Checklist means the Checklist in Schedule 1 which forms a binding part of this Agreement.
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Examples of Client Checklist in a sentence

  • A Client Checklist includes the Bank/CC Accounts to be reconciled, Revenue detail, Expense detail, December Year-End Tasks, Financial Review, and various Notes.

  • Instructions are on the Client Checklist, explaining how the Client sends us the statement, via either: - Email to the support@slbookkeeping.com email address, or - A Shared Dropbox Folder.

  • The Preparer should make a note in the Preparer’s Notes section of the Client Checklist, and not update the Revenue section without approval.

  • Client Checklist Each Client has a customized Client Checklist that provides details on how to reconcile their Account(s).

  • If we do not have the Bank login, the Client Checklist has instructions how to get the Bank statement.

  • Office or Division:City Mayor’s Office – Office of the Secretary to the MayorClassification:SimpleTypes of Transaction:G2C – Government to ClientG2B – Government to BusinessWho May Avail:Any Client Checklist of Requirements 3.

  • Once the Manager reviews the Preparer’s Notes, the Manager will edit the Client Checklist and get approval from the Client via email to ensure that we have accurate processes documented.Ex: The Revenue section states that “all deposits go to: Income.

  • Ex: If the Client has no Liabilities (Credit Cards, LOC, etc.), the Client Checklist does not need a Liabilities section.

  • The referring case worker must complete a home assessment and/or verify client need and complete the Client Checklist with the client when setting up the appointment.

  • The last page of the Personal Training Agreement is a New Client Checklist, which Evans signed at the bottom.

Related to Client Checklist

  • Document Checklist means, for any Collateral Loan, an electronic or hard copy list, substantially in the form attached hereto as Exhibit J delivered by the Borrower (or the Services Provider on behalf of the Borrower) to the Document Custodian (with a copy to the Collateral Agent) that identifies the Collateral Loan, the applicable Obligor and each of the Related Contracts that shall be delivered to the Document Custodian by the Borrower, and whether each such document is an original or a copy.

  • Loan Checklist An electronic or hard copy, as applicable, of a checklist delivered by or on behalf of the Borrower to the Collateral Custodian, for each Loan, of all Required Loan Documents to be included within the respective Loan File, which shall specify whether such document is an original or a copy.

  • Closing Checklist means the schedule, including all appendices, exhibits or schedules thereto, listing certain documents and information to be delivered in connection with the Agreement, the other Loan Documents and the transactions contemplated thereunder, substantially in the form attached hereto as Annex D.

  • Personnel file means, for the purposes of Part III (8VAC20-90-60 et seq.), any and all memoranda, entries or other documents included in the teacher's file as maintained in the central school administration office or in any file regarding the teacher maintained within a school in which the teacher serves.

  • ATTACHMENT C STANDARD STATE PROVISIONS FOR CONTRACTS AND GRANTS

  • CREFC® Payment Posting Instructions Template A report substantially in the form of, and containing the information called for in, the downloadable form of the “Payment Posting Instructions Template” available as of the Closing Date on the CREFC® Website, or such other form for the presentation of such information and containing such additional information as may from time to time be approved by the CREFC® for commercial mortgage securities transactions generally.

  • CREFC® Servicer Watch List/Portfolio Review Guidelines As of each Determination Date a report, including and identifying each Performing Serviced Loan satisfying the “CREFC® Portfolio Review Guidelines” approved from time to time by the CREFC® in the “CREFC® Servicer Watch List” format substantially in the form of and containing the information called for therein for the Mortgage Loans, or such other form (including other portfolio review guidelines) for the presentation of such information as may be approved from time to time by the CREFC® for commercial mortgage securities transactions generally.

  • Deliverables means the goods, services, and work product, including all reports and project documentation, required to be provided by Grantee to the System Agency.

  • PJM Manuals means the instructions, rules, procedures and guidelines established by the Office of the Interconnection for the operation, planning, and accounting requirements of the PJM Region and the PJM Interchange Energy Market.

  • Contract Monitor means the Department employee identified in Section 1.6 of the IFB as the Contract Monitor.

  • Customer Agreement means a written agreement entered into between Provider and any Customer pursuant to which a Customer orders BPO Services from Provider.

  • Compliance schedule means a schedule of events, by date, which will result in compliance with these regulations.

  • Peer support specialist means an individual who has experienced a severe and persistent mental illness and who has successfully completed standardized training to provide peer support services through the medical assistance program or the Iowa Behavioral Health Care Plan.

  • Specification Schedule means the Schedule containing details of the Specification.

  • Servicing Criteria The "servicing criteria" set forth in Item 1122(d) of Regulation AB, as such may be amended from time to time.

  • Maintenance Manual shall have the meaning ascribed to it in Clause 10.7; “Maintenance Programme” shall have the meaning set forth in Clause 14.3; “Maintenance Period” shall have the meaning set forth in Clause 14.1; “Maintenance Requirements” shall have the meaning set forth in Clause14.2;

  • Attachment point means a point on the network at which network assets are connected to assets owned by another person.

  • Delinquency Collection Policies and Procedures The delinquency collection policies and procedures of the Interim Servicer, a copy of which is attached to the Interim Servicing Agreement as Exhibit 11.

  • Customer Proprietary Network Information (“CPNI”) is as defined in the Act.

  • Data File means a single record or collection of data records that are logically related to each other, and are handled as a unit;

  • Information Package means the most recent compilation of financial and other data with respect to the Failed Bank, including any amendments or supplements thereto, provided to the Assuming Institution by the Corporation on the web site used by the Corporation to market the Failed Bank to potential acquirers.

  • Project Manual means the volume usually assembled for the Work which may include the bidding requirements, sample forms, and other Contract Documents.

  • Standard Operating Procedures or “SOP” means the procedures as specified in the Annexes or Attachments to the relevant Schedules;

  • Service Level Agreements means an agreement between NZX and a Market Participant and/or an Advisor setting out the terms and conditions of use of NZX technology and services;

  • Implementation Schedule means the Implementation Schedule in Section VII of the tendering documents.

  • Template Call Off Terms means the template terms and conditions in Annex 2 to Framework Schedule 4 (Template Order Form and Template Call Off terms);