How do I set up Customer Credentialing?

  1. Click Customer Credentialing displayed on the left of the Home screen.
  2. Read through the process and click the link to review the terms and privacy policy.
  3. Click Start.
  4. Select the option (1 or 2) you wish to use to certify regulated data.
  5. Select all applicable checkboxes.
  6. Click the I accept checkbox, then click Next.
  7. Click the option (No or Yes) regarding access to the Death Master File (DMF).
    Tip: If you select Yes, click the necessary checkboxes for the appropriate certification options.
  8. Click the I accept checkbox, then click Next.
  9. Complete the necessary Customer Credentialing Forms including:
    • Contract/Administrator Information
    • Sole Proprietors or General Partners Information
    • Site Visit contact Information (optional)
  10. Click Next.
  11. Complete the Responsibilities and Signature form.
  12. Click Submit.
  13. Upload one of the following required documents: Bar card, Driver’s License, Supreme Court Registration, Certificate of Good Standing, or Secure Pass/Court Pass.
  14. From the Document Type drop-down menu, select the type of document you are uploading.
  15. Click Upload, then Next, then the I accept checkbox.
  16. Complete the Signature fields.
  17. Click the Email a copy to me checkbox.
  18. Click Submit.

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