Executive Info Template

Friday, November 16, 2018 8:54 PM

Business Contact Information

Direct Phone:
eFax:
Cell:
Office Location:
Email address:
Chair ID
Participant ID
Skype Host

Personal Contact Information

Home Address:
Home Phone:
Home Email:
Spouse:
Spouse Contact:
Children:
Birthday:
Anniversary:

Administrative Preferences
Calendar: Admin manages calendar
Email: Manages Own
Phone: Answer roll over
Time & Expenses: Admin submits
Notes:

Other
AMEX #:
Expiration:
Sec#:
Passport #:
Expiration:
PTIN
AICPA
CA CPA License #
State
IFA
CAF
Drivers License #:
State:
Expiration:

Misc. Passwords
Name/Website Log-In Password

Travel - FF#s & Passwords

Preferred Departure Airport SJC San Jose International Airport
Alternate Departure Airport SFO San Francisco International Airport
Seat Preference Aisle
Meal Selection Vegetarian
Redress Number (if applicable)
TSA Precheck/Known Traveler
Number (if applicable)

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 Preferred Airlines: American Airlines*
AIR
Log-In Password
American Airlines*
1-800-843-6200
Alaska Airlines
1-800-252-7522
Delta Airlines
1-800-323-2323
Southwest
1-800-435-9792
United Airlines
1-800-864-8331

Lodging Preferences: King

HOTELS Smoking Preferences: Non-smoking
Preferred Hotel: Marriott*
Log-In Password
Fairmont
1-800-257-7544
Hilton
1-800-445-8667
Intercontinental
1-877-424-2449
Hyatt
1-888-591-1234
Marriott/SPG*
1-888-236-2427

RENTAL CAR Log-In Password

Hertz
1-800-654-4174
Enterprise
1-855-266-9289
National
1-844-382-6875

CAR SERVICE Log-In Password

Addison Lee
1-888-888-LIMO (5466)

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