Paylogix Client Data Form
At Paylogix, one of our core values is Efficiency. This means we don't like to waste your time. On the following pages, we will put together the information that is necessary to set up your case. If a field is marked with an asterisk, it is required by Paylogix to assist you and your client. Before we get started, please check that you have the following information available:
Contact information for 2 people at your client organization
Carrier contact information for each product
Dates that coverage will be effective
First payroll date target
To begin, please enter your email address. You will receive a confirmation after you complete and submit the client data form for approval.
If this is your first time submitting the online CDF, we recommend watching this tutorial.
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