TA Forms

TA Forms

This article explains how to complete TA forms. Firstly, we recommend reading our article here on finding your additional tasks to complete, which will give you access to the TA form task, if you have been assigned one.

You will then be presented with a selection of questions related to the TA form you have been asked to complete.

Please answer these questions to the best of your ability. You will be able to leave and come back to any questions if you need to find further information, just do not forgot to press save first!

Once you have finished answering the questions, you will be presented with a PDF copy of the form with your answers to review.

Once you are ready, click 'Sign now' and you will be able to sign the document either by drawing, typing or uploading your signature.

We recommend also saving a copy of this PDF so you have a personal copy. 

If you are struggling with any of the questions on the TA form, please contact your Law Firm who will be able to assist you.

Once you have completed the task, please head back to the dashboard to see if you have any outstanding tasks.

Need help? Please contact our Client Services Team by clicking 'Submit a Ticket' in the top right-hand corner of the screen quoting your Unique Registration Code .

We are committed to continually improving our support resources for you. We would greatly appreciate your feedback & comments below to help us enhance your experience.