To be added as a new representative or assistant representative:
At a unit that has an existing user with access to netFORUM, on the Home Page under “Manage Your Rep Site” click “Add Personnel”. The required paperwork are Appointment Agreement and Bank Signature Card (BSC).
If there is no existing user to help, contact netFORUM@cgmahq.org or Jing Patton, (703) 334-7773, firstname.lastname@example.org to begin the process.
Review the CGMA Manual paying particular attention to Chapters 2, 3 and 4. These chapters provide detailed information about being a CGMA Representative, including:
Responsibilities (Section 2.F.2)
Assistance Policies (Chapter 3)
Approval Authority (Section 4.C)