Individual MU2 Form Attestation

An Individual (MU2) Form is initiated and maintained within the company account. Once the form is created or modified by your company, you must log in to your individual account and attest to the form.

Note: If you are required by your state regulator to complete your own Individual (MU2) Form, an individual account is required to complete and attest to a filing. See the Create an Individual Account quick guide for instructions.
You will receive an email notification letting you know that attestation is required. An example of that email is shown below:

Example of an email indicating MU2 attestation is required