Nell McCallum & Associates, Inc.

In order to serve you better we would like to know more about your needs.
Please complete and submit the form below.

How do you prefer to send records orders?
Fax
Email
Online at nellmccallum.com
Nell McCallum Representative Pickup
In general, how often would you like status reports?
Bi-weekly Monthly Other (Please specify)
Please Note: All information requiring immediate attention will be statused as the situation arises
How do you prefer to receive your status reports?
Fax
Email (Please provide email)
Other (Please specify)
At what amount do you require we get fee approval from you for custodian fees?
$200 $300 $400 $500 Other
Will you typically require a statement of "no records" from the custodian?
Yes No
How do you prefer your records to be bound?
GBC (black comb) - top
2-hole ACCO - top
GBC (black comb) - side
3-ring - left side
Other (Please specify)
Please let us know about any special requests not previously mentioned.
For instance, will you require an official statement in the event that no records exist?