Account swap request

Swap an account
If one of your account holders is leaving or no longer needs their account we can transfer it to someone else.

Please complete this form so we have all the info we need to swap the login to a different person within your organisation.

As a first step, please confirm your email address below so we can get in touch with you if we have any questions:
What's your email?*
Who is the current account holder?

Please let us know who the login belongs to currently (e.g. who's leaving)
Name*
What are the new account holders details?

Please let us know the the info we need to set up the login for the new person (e.g who's taking over the account)
Name*
Job title*
Work phone number*
Mobile phone number*
Email*
Needs to be an individual person, not a generic email (e.g NOT comms@org.nz)
Date required*

DayMonthYear
When would you like us to swap the account to your new account holder?
Report changes*

Keep existing person on same reportsAdd new person to same reports as existing personSwap existing persons report to new personI'd like something else
Is there anything else we should know?
Calculation
Assigned to
Task followers
Type
Task title
Should be Empty:

Swap an account