Guardian & FiduciaryGuardian & Fiduciary

Instructions To Amend Your Application


TO AMEND YOUR NAME, ADDRESS OR OTHER CONTACT INFORMATION

Proceed to Part 36 - Fiduciary Online

You may update your business and contact information at any time by logging into Part 36 – Fiduciary Online, and clicking the Personal Information link under the Manage section found on the left navigation menu

NOTE: If you have never been enrolled on the Part 36 Eligible List, you will not be able to manage your personal information until a Part 36 Application for Appointment has been submitted and you have been made eligible.

 

TO AMEND THE CATEGORIES OR COUNTIES OF ENROLLMENT

You may amend your categories of appointment and/or counties of availability using Fiduciary Online.  After signing in to Fiduciary Online, click on the Amendment link under the Forms section found on the left navigation menu.

Your amendment application will be pre-populated with information from your current Part 36 registration.  After submitting your Part 36 amendment application through Fiduciary Online, our office will review your submission.

  • Once approved, we will send you an email confirming your amendments. 
  • If, in the course of our review, we identify any issues with your amendment application, we will contact you and provide you with an opportunity to correct and resubmit.