Information Request

Learn how to respond to a case request in the TrustForm Client Area.

Overview

Information request cases are created by your service provider when additional details or documents are needed to complete your review or onboarding process.

Each request includes a short description of what’s required and a deadline for your response. You’ll receive an email with a secure link to access the case directly.

Responding to request

To respond to an information request, follow these steps:

1

Accessing the Case

• You’ll receive an email from TrustForm containing a secure link to your case.

• Click the link to open the TrustForm Client Area, where you can view the details of the request.

• The case page will show what information or documents are needed and the response due date.

2

Providing Information or Documents

• Enter the requested information in the provided text field.

• Upload any required documents — make sure they are clear, complete and readable.

• Review the details before submitting to ensure everything is correct.

• Click Submit to send your response to your service provider.

3

Confirmation and Follow-Up

• Once submitted, you’ll see a confirmation message in the Client Area.

• Your service provider will review your response and may contact you if further details are needed.

• You will also receive an email notification once your case has been reviewed and closed.

If you encounter any issues, please visit our FAQs and Troubleshooting page and contact Trustform Support.