Important Documents

• Accounting Org Chart
• Accounts Receivable Collections Form
• Advance Request Form
• Cell Phone Reimbursement Policy
• Contribution/Donation Request Form
• Charitable Donation Cover Letter
• How to see if payment was made to a carrier
• How to see if payment was received from a client
• How to see producer commission
• SterlingRisk Travel & Entertainment Policy
• SterlingRisk Air Travel Policy
• SterlingRisk Travel & Entertainment Schedule
• W-4
• W-9s
• AIS W-9
• Behavioral Health Purchasing Group (BHPG) W-9
• Bolton Street W-9
• ES&P LLC W-9
• I. Dachs & Sons W-9
• MusicPro W-9
• Sterling Analytics W-9
• SterlingRe W-9
• SterlingRisk W-9
• Wilkoff Bonds W-9

Premium Financing Info. / Links

• IPFS (External Website)
• Important Information Regarding Handling of Premium Finance Transactions
• S&S Premium Account Wire Info (Flagstar Bank)
• S&S Operating Account Wire Info (Flagstar Bank)
• ES&P Wire Info (Signature Bank)

Training Info. / Links

• Concur Quick Start Guide — Expenses
• Concur Quick Start Guide — Travel

Department Contacts