With transfer season upon us, CGMA wants to help make any incoming/outgoing Representative transitions as easy as possible.
When a Representative/Assistant Representative is leaving your unit, please contact CGMA-HQ at HQS-DG-CGMA@uscg.mil to let us know to remove the individual from the contact list, our personnel list, and the case management program.
If the Representative/Assistant Representative is on the bank signature card (pdf) , please create, scan, and email a new signature card with only the current signers on the account.
Also, please designate a new POC for your unit if the person leaving is your current point of contact.
To add a new Representative, please refer to the "Information for New Reps" page.
All of the information a new Representative needs can be found here, between forms needed to be established as a CGMA Representative, general information, reference guides, and power points.
Additional information: Additional information about Representatives and Assist Representatives can be found under Chapter 2-F of the CGMA manual.
You give valuable time to assist CGMA clients and it is much appreciated!
Please let CGMA-HQ know (703) 875-0404 or toll free (800) 881-2462 or email: HQS-DG-CGMA@uscg.mil if there is any way we can support your efforts as you serve your shipmates through CGMA.