Hosted Services Account Request Form The completion of this form is required in order for you to request any changes to your account, including adding or removing users, changing email addresses, locking a user out or cancelling your service. Once payment has been processed, the form will be forwarded to the Technical Support Department and your request will be completed within 24 business hours. Please note: we will no longer accept any emailed versions of the Account Request Forms. PLEASE NOTE: If you have any questions about how to fill out this form, you can view detailed INSTRUCTIONS HERE.Firm Name:*Account Number (if known):Contact Name:*Contact Phone Number:*Contact Email Address:* If billing is required, what would you prefer?*Charge my credit card on fileSend invoice for paymentWhat change would you like to make?*New Account (select to purchase a license for a new user)New Email Only Account (select to add a new email address only)Account Change (select to modify login name and/or email address)Reset Password (select to reset an existing user's password)Account Cancellation (select to terminate an account)Close Account (select to terminate all accounts)Warning! Select this option only if leaving hosting!New AccountNew User's Name:* First Last Desired Login Name:*Does TrialWorks manage your email service? (Office 365/G Suite)Yes, our email is managed by TrialWorks.No, we manage email ourselves.Desired New Email Address:* Please check the software necessary for the account: TrialWorks license ($495) Foxit Phantom ($149) New Email Only AccountUser's Name:* First Last New Email Address:* Account ChangeCurrent User - Name:*Current User - Login*Current User - Email Address:* New User - Name:*New User - Desired Login Name:*Does TrialWorks manage your email service? (Office 365/G Suite)Yes, our email is managed by TrialWorks.No, we manage email ourselves.New User - Desired Email Address:*Please select how you want us to handle the prior user’s hosting login data (Desktop/Documents) and email data during the replacement*New login account, new email account (Hosting and email data from prior user not transferred to new user)Rename login account, new email account (Hosting data transferred to new user, email data not transferred to new user)Rename login account, rename email account (Hosting and email data transferred to new user)How would you like us to handle the data?* Backup user files to Y drive Backup emails to Y drive Delete the old data How do you want to handle the old user's incoming email?*Forward to the new userForward to a different user (email address required)Foward to a group of users (distribution group, emails required)Do not forwardAddress for email to be forwarded to:* Names of users for email to be forwarded to:*(Use + sign to add more rows) How would you like us to handle the data?* Keep user files on U drive Backup emails to Y drive Delete the old data We will keep the user files and the emails.Reset User's PasswordUser's Name:*User's Login Name*Does TrialWorks manage your email service? (Office 365/G Suite)Yes, our email is managed by TrialWorks.No, we manage email ourselves.Would you like the user's email password reset as well?*YesNoCurrent User - Email Address:* Account CancellationCurrent User - Name:*Does TrialWorks manage your email service? (Office 365/G Suite)Yes, our email is managed by TrialWorks.No, we manage email ourselves.Current User - Email Address:* Please select any special instructions: Create a backup of the user files Create a backup of the email account Delete the data How do you want to handle the old user's incoming email?*Forward to a different user (email address required)Foward to a group of users (distribution group, emails required)Do not forwardAddress for email to be forwarded to:* Names of users for email to be forwarded to:*(Use + sign to add more rows) Close AccountDoes TrialWorks manage your email service? (Office 365/G Suite)Yes, our email is managed by TrialWorks.No, we manage email ourselves.Please select any special instructions: Create a backup of the user files Create a backup of the email accounts Delete the data Anything else we should know?
