Monthly Statement Processing Transmittal - IMS Direct

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- Monthly Statement Processing Transmittal Sheet -

These statements will be mailed the begining of next month.
Name*
First Last
Company*
New contact information?
- yes
Name
First Last
Phone*
Email*
Please be sure to have sufficient postage on hand for all mailing.
What is the approximate date and time we will receive your statement data file(s)?
Date*
Time*

: Hours

Minutes

AM/PM
If we do not receive your file(s) by the above-indicated date, we will contact you.
Inserts & Envelopes: please check all that apply*
- Will have insert(s)
- No insert(s) this time
- Special envelope
- Supervisory/Audit
- Other
Description of insert(s): no"z" folded pieces, please
Supervisory/Audit comments
Other comments
Insert #1:*
Name of insert
Will IMS be printing the insert?*
- Yes
- No
When can we expect the insert?
MM slash DD slash YYYY
Add another insert
- Yes
- No
Insert #2:*
Name of insert
Will IMS be printing the insert?*
- Yes
- No
When can we expect the insert?
MM slash DD slash YYYY
Add another insert
- Yes
- No
Insert #3:*
Name of insert
Will IMS be printing the insert?
- Yes
- No
When can we expect the insert?
MM slash DD slash YYYY
Add another insert
- Yes
- No
Insert #4:*
Name of insert
Will IMS be printing the insert?
- Yes
- No
When can we expect the insert?
MM slash DD slash YYYY
Add another insert
- Yes
- No
Insert #5:*
Name of insert
Will IMS be printing the insert?
- Yes
- No
When can we expect the insert?
MM slash DD slash YYYY
Add another insert
- Yes
- No
Insert #6:*
Name of insert
Will IMS be printing the insert?
- Yes
- No
When can we expect the insert?
MM slash DD slash YYYY
Envelope:*
Name of envelope
Will IMS be printing the envelope?
- Yes
- No
When can we expect the envelope?
MM slash DD slash YYYY
Notes
Pre-arrange pick up of supplies (Syracuse & surrounding area)
- Yes
- No
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Date for pick up
MM slash DD slash YYYY
In the event we run out of inserts, should we:*
- Continue process without
- Stop and call for instructions
Phone number to call if "Stop and Call" is checked
If IMS, Inc. produces your insert(s), we will automatically replenish any shortages.
Disposition of insert(s)*
- Return any leftover
- Return only portion
- Destroy any leftovers
- Hold for next run
Comments
If returning inserts
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
If IMS inputs your monthly statement message, please e-mail or fax that info on a separate sheet of paper.
Does IMS, Inc. have permission to mail out pieces over 1 oz?*
- Yes
- No
Phone number to call if mail piece is over 1 oz.
Comments
Thank you for choosing IMS, Inc.
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Phone
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Shipping address for inserts/envelopes

IMS, Inc.
245 Commerce Blvd.
Liverpool, NY 13088
Attn: Scott Hall

Customer Service Contact Info:

csr@imsdirect.com
Fax: 877-371-9093
Ph: 1-800-466-4189

Ext. 314 Daron Rogers
Ext. 370 Maureen Ackerman
Ext. 377 Conner Bruce
Ext. 307 Elisabeth Supensky
Ext. 351 Laura Roth
Ext. 365 Elizabeth Martin

245 Commerce Blvd.
Liverpool, NY 13088

Email: info@imsdirect.com
Phone: 800-466-4189

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