Order Form- CU South Conversion Package Please fill out the form to place your order. When is your Conversion Date(s)?(Required) What Conversion Package would you like?(Required) Standard Deluxe Standard Package 1 Postcard 1 Statement Insert 1 Website Banner 1 Conversion Packet - 2-4-page guide mailed to all members 3 HTML Emails - 2 pre conversion & 1 post conversion Includes $300.00 credit of total per email fees (up to 15,000 emails sent at $0.02 per email) Up to 8 hours design time Additions Printing and Postage quoted separately for postcards, inserts and Conversion Packets Optional Pre-conversion Outbound Calls to members without emails at $2.50 per call Per email sent fee at $0.02 each Additional design time at $75/hour after included allotment Up to 8 hours design time Deluxe Package 1 Postcard 1 Statement Insert 2 Website Banner 1 Conversion Packet - 2-4-page guide mailed to all members 5 HTML Emails - 3 pre conversion & 2 post conversion 3 Social Media Posts - 2 pre & 1 post conversion Includes $500.00 credit of total per email fees (up to 25,000 emails sent at $0.02 per email) Up to 10 hours design time Additions Printing and Postage quoted separately for postcards, inserts and Conversion Packets Optional Pre-conversion Outbound Calls to members without emails at $2.50 per call Per email sent fee at $0.02 each Additional design time at $75/hour after included allotment Up to 8 hours design time What Conversion Package Style would you like?(Required) First Choice Second Choice Provide your Credit Union's Branding(Required)Add or paste your Credit Union's colors either RGB, CMYK, HEX code color and your Credit Union's Font Name or Type.Additional CU Branding Materials(Required)Please upload logos, brand materials etc. Drop files here or Select files Max. file size: 64 MB. Compliance LogosPlease select all compliance logos needed in this message. NCUA EHL EHO ASI Other None Required Disclosures (if any)Add or paste exact text of any disclosures.Compliance LogosPlease upload compliance logos. Drop files here or Select files Max. file size: 64 MB. CU Contact Information(Required)Add or paste any contact information you would like to provide your member with to contact if they have any questions about the Conversion. Including phone number, email, website etc. NotesAny details not covered above add or paste here. Credit Union name(Required)The full name of your Credit Union. CEO(Required)The name of your Credit Union's CEO. First Last Contact name(Required)The name of our contact for this project. First Last Contact phone number(Required)The phone number of our contact for this project.Contact email(Required)The email address of our contact for this project. Terms & conditions(Required)Xtend shall not be held responsible for errors or omissions within this form or upon delivery including but not limited to, dates, text, target member groups and delivery method. You (“the Credit Union”) will be sent campaign templates to an email address of your choosing. You will be given one opportunity to revise the campaign content/ text at this point. You are responsible for providing approval or revisions of the templates in a timely manner. Xtend reserves the right to delay send dates as needed if we do not receive approval of the campaign within 2-3 business days prior to the desired launch date. I agree to the terms and conditions.HTML Indemnification(Required)Xtend E-Communication HTML Indemnification Agreement Compliance: It is the intent of XTEND to comply with all known U.S. federal, state and local laws and regulations applicable to the services to be performed by XTEND. XTEND does not warrant that all services provided shall comply with all known U.S. federal, state, and local laws and regulations applicable to the Services to be provided by XTEND. Confirming compliance with all known U.S. federal, state and local laws and regulations applicable to the Services to be performed by XTEND set forth in this Master Services Agreement shall be your CREDIT UNION’s non-delegable responsibility. Our Responsibility: XTEND’s sole responsibility is to exercise slight care in processing your campaign in accordance with this Agreement. All campaigns will be processed in accordance with the instructions provided by your CREDIT UNION with this Service and in accordance with the terms of this Agreement. Indemnity: Your CREDIT UNION assumes the risk of and shall indemnify XTEND, its directors, officers, employees and agents and shall hold them harmless from and against any actions, suits, damages, judgments, costs, charges, expenses, attorney fees, and consequences of any liability, of any nature (“Losses”), incurred, made or suffered by any third party in connection with the furnishing of services by XTEND under this Agreement, except for Losses due to gross negligence, or the fraud or intentional, willful, and wanton act of XTEND. Exclusive Remedy: Your CREDIT UNION agrees that the liability of XTEND and its directors, officers, employees, and agents with regard to the services provided by this Agreement for any actions, suits, damages, judgments, costs, charges, expenses, and attorney fees (“the Losses”) for which they are or may be legally liable, whether arising in negligence or other tort, contract or otherwise shall not exceed in the aggregate the costs of correction of the error, omission or other problem which is the basis for the Losses, except in regards to matters resulting due to the gross negligence or intentional acts of XTEND. Governmental Inspection: Member records maintained by XTEND shall be at all times and without prior written notice to your CREDIT UNION be available for examination and audit by appropriate federal and state agencies, as permitted by law. By entering into this Agreement, XTEND agrees that the State of Michigan Department of Insurance and Financial Services (“DIFS”), the National Credit Union Administration (“NCUA”), or any other regulatory agencies having authority over the CREDIT UNION’s operations shall have the authority and responsibility provided to the regulatory agencies pursuant to statute, regulation or rule, including but not limited to Michigan Credit Union Act, Subsection 408(4). I have read, understand, and agree to the Xtend E-Communication HTML Indemnification Agreement. I have also reviewed this form and my answers, and give approval on behalf of my credit union for Xtend to process this request.Consent(Required) I have reviewed this form and my answers, and give approval on behalf of my credit union for Xtend to draft a contract based on the submitted information.