Maintenance agreements are the best way to stay on top of your forms and not worry
about every little change. Simply let us know what you want done and we'll make the
modifications for you.
You get all this for a low monthly fee for your entire forms library:
Provide reasonable changes to any
forms* as needed by Credit Union. Reasonable is defined as up to 25% of the
content of the form. Form change requests involving greater than 25% of the form
content will require an additional negotiated fee between the Credit Union and
Forms Design, Inc.
Unlimited reasonable support. There
is no limit to the amount of time you spend on the phone or email for support.
We may request that you gather as many of your changes as possible so we can
efficiently process them at one time.
Our philosophy is simple: your forms will work the way
you want them to - period.
Provide disaster recovery services
of the forms file. In the event your file becomes corrupt or deleted, we
will provide you with our latest version of your forms file. You may be required
to upgrade the version to your newest version release.
Let you know of any changes that we hear of from your compliance
council. You may want to let your forms vendor know that Forms Design, Inc.
is your forms integrator so they can pass any regulatory changes on to us for
The maintenance plan is
prorated for the first year from the month you sign up until December 31 then
annualized on the subsequent January. Billing for the year is in January. You
may cancel the plan at any time, but no refunds will be given. Any requested
changes to forms that exceed 25% of the content will require a negotiated fee
between Forms Design, Inc. and the Credit Union.
Pricing is based on the
number of forms in your combined libraries (both FO and ALPs). For CUs with 1 -
4 forms, the price is $30/mo. 5 - 25 forms is $150/mo, 26 - 50 forms is $200/mo,
51 - 100 forms is $250/mo, 101 - 150 forms is $300/mo and for CUs with 151 forms on up, the price is
This plan covers only the forms that Forms Design, Inc. creates while under contract. You or someone else may not create forms and expect us to cover them under maintenance.
*The Credit Union is responsible to obtain written
approval from the copyright holder before Forms Design can make modifications to
To get started, click
here or drop us an
email to get the ball