Mutual of America – New/Update/Archive Request

Request Type *Click here to choose your request typeContent/Video InsertionUpdate Existing ContentArchive Content

Submitter Name *Click here to select one belowChristopher BaileyRose-Marie KeslerMorgan PaceChas DewingKat Wass

Author *Click here to select one belowChristopher BaileyRose-Marie KeslerMorgan PaceChas DewingKat Wass

Submitter Email *Click here to select one below

Direct Brainshark URL to content that you are submitting the change request for *

Brainshark Presentation ID *

Update Title? *

• Yes
• No

Title of Content *

Update Expiration Date? *

• Yes
• No

Date to Expire Content

Update Link (URL)? *

• Yes
• No

URL to be Updated

Update SME or Presenter? *

• Yes
• No

SME or Presenter Name to be Updated

Update Content? *

• Yes
• No

Update Content File Upload

Click or drag a file to this area to upload.

Speakers Name for Title Card (if applicable)

Does the Video Require Additional Cuts/Edits? *

• Yes
• No

Timecodes and Instructions for Requested Edits *

Add to Featured Content? *

• Yes
• No

Update Folder Name? *

• Yes
• No

Folder (Select what Folder the Content should Live-in) *

• Compliance Items
• Administration
• Products
• Plan Design
• Systems
• CRM Communications
• Annual CRM Training
• Industry Training
• Takeover Success Stories
• Investments
• Add New Folder

New Folder Name: *

List Categories to Apply to New Folder (comma separated) *

Do Categories Need to be Updated? *

• Yes
• No

Compliance Items Categories (Select all categories that you would like applied to this content) *

• 5500 / FT Williams
• Compliance & Non-Discrimination Testing
• Involuntary Distribution (IVD) Process

Administration Categories (Select all categories that you would like applied to this content) *

• Loans
• Deposit Administration
• Pricing

Products Categories (Select all categories that you would like applied to this content) *

• GA
• NAV
• GLI GDI (FTJ)

Systems Categories (Select all categories that you would like applied to this content) *

• Salesforce
• OWS/Omni
• Data Validation Web
• QLIK
• Relius
• American Trust Custody (Formerly MATC)

CRM Communications Categories (Select all categories that you would like applied to this content) *

• CRM Service Model
• Operational Updates

Annual CRM Training Categories (Select all categories that you would like applied to this content) *

• 2023
• 2022

Industry Training Categories (Select all categories that you would like applied to this content) *

• ASPPA
• Secure Act 2.0

Investments Training Categories (Select all categories that you would like applied to this content) *

• Investment Reviews

New Category Name: *

Select the User Group(s) to View New Folder *

• CRM / Service Manager
• GAR
• PAR
• RVP

Update Keywords? *

• Yes
• No

Keywords (comma separated)

Go Live Date *

Content Expiration Date *

File Upload (50mb Limit)

Click or drag a file to this area to upload.

Direct Link to Download Video Content

Description Box *

Additional Details

Submit