[debuglastsaveresume]

Home
Our Services
Investor Relations
- BCN Advantage
- Articles
Learn
Payment
Schedule Appointment
Portal Login
Menu Menu

Board and Billing Contact Verification

Please enable JavaScript in your browser to complete this form.

BCN Financial · Records Update

Board and Billing Contact Verification

Please confirm your current officers and how your group will pay BCN starting in January. It takes about five minutes.

1. Your information2. Your board or administrator3. Billing and payment

Association or Department Name *

The association or department name your BCN membership is billed under.

Your Information

The person filling out this form.

Your Name *

First

Last

Your Title or Role *

Your Email *

Your Phone *

How Your Group Is Organized

Who manages your group's BCN membership? *

An elected executive board (association or union)
HR, payroll or an administrator (no elected board)
Other

Please describe *

Executive Board

List every current officer, including when each term ends. Leave a position blank if your board does not have it.

President Name *

President Email *

President Phone *

President Term Ends

Vice President Name

Vice President Email

Vice President Phone

Vice President Term Ends

Treasurer Name *

Treasurer Email *

Treasurer Phone *

Treasurer Term Ends

Secretary Name

Secretary Email

Secretary Phone

Secretary Term Ends

Other board members

Sergeant at Arms
Member at Large
Second Vice President
Another position

Check any your board has and more rows will open.

Sergeant at Arms Name

Sergeant at Arms Email

Sergeant at Arms Phone

Sergeant at Arms Term Ends

Member at Large (1) Name

Member at Large (1) Email

Member at Large (1) Phone

Member at Large (1) Term Ends

Member at Large (2) Name

Member at Large (2) Email

Member at Large (2) Phone

Member at Large (2) Term Ends

Second Vice President Name

Second Vice President Email

Second Vice President Phone

Second Vice President Term Ends

Position Title

Other Position Name

Other Position Email

Other Position Phone

Other Position Term Ends

Administrator Contact

The person who handles your group's BCN membership.

Contact Name *

Contact Title *

Contact Email *

Contact Phone *

Backup contact

Add a backup contact

Backup Name

Backup Title

Backup Email

Backup Phone

Paying BCN

Starting in January, BCN is moving to emailed invoices and automatic bank debit.

On the 1st of each month you will receive an email with your current roster and invoice. Make any roster changes by the 15th. Once your roster is final, the exact invoice amount is drafted from your account. If no changes are made by the 15th, the roster on file is used.

A bank processing fee will be added to each invoice.

Who issues your payment to BCN? *

Our association's bank account
A city, county or agency finance or payroll office

Can your association be set up for automatic bank debit by January? *

Yes
Not yet

What would need to happen first? *

Tell us what stands in the way and we will work through it with you.

Finance Contact Name *

The person in that office who should receive BCN invoices.

Finance Contact Email *

Finance Contact Phone

Where Should BCN Send Email?

Main email for monthly invoices and rosters *

Your roster and invoice will be sent here on the 1st of each month.

Main email for BCN correspondence and updates *

General correspondence, educational information and program updates.

Confirm and Submit

Anything else we should know?

Confirm before submitting *

I confirm I am authorized to provide this information for my association or department.

BCN FinancialBenefits Communication Network(510) 769-1088

Services

Retirement Planning Pension Optimization Investment Management Workers’ Comp & Claims Life Insurance Estate Planning

Learn

Guidebooks Brochures Survivor Guide Educational Videos Articles

Company

About BCN Schedule an Appointment Contact Us Payment Privacy Notice

BCN Financial, Inc.

Investment Advisor

Phone 510-769-1088Fax 510-769-8980

Email [email protected]

Business Address

3215 Encinal Ave, Suite L
Alameda, CA 94501

Mailing Address

909 Marina Village Pkwy
PMB 245
Alameda, CA 94501

LPL Financial, LLC

Broker-Dealer

Phone 1 (800) 558-7567Fax 1 (858) 202-8500

Email [email protected]

Business Address

4707 Executive Drive
San Diego, CA 92121

Mailing Address

1055 LPL Way
Attn: Trade Direct
Fort Mill, SC 29716

All content is provided for information purposes only, and is not intended as tax or legal advice or for securities related transactions. Neither BCN Financial nor any data or content provider shall be liable for any errors, omissions or delays in the content, or for any actions taken in reliance thereon.

Form ADV Part 2 About BCN Privacy Notice

Pages

© 2025 Benefits Communication Network All rights reserved.