GotZoom On-boarding

Please enter all the information requested below and then click the "Submit" button located at the bottom of this page. Remember to have electronic copies of your tax return and paystubs available for upload. Following receipt of your information, GotZoom will develop, at no cost to you, a benefit summary which includes program options, recommendations and your estimated savings.

If you have questions regarding the many program options and eligibilities, or if you would like assistance populating the information below, please don't hesitate to contact the GotZoom Help Desk at 1-833-468-9666.

Completing this GotZoom Client Intake Form does NOT constitute a commitment or obligation.

Reference Code

Personal & Contact Information (The following five fields are required)

Primary Residence (Employee / Loan Holder)


Yes No

Federal Student Loan Information


Agent Information

Helpful Tips: FSA Credentials

† There are two ways to reset FSA credentials:

  1. Browser Search: FSA ID
  2. Hyperlinks to the reset web pages:

GotZoom Security

GotZoom meets or exceeds industry standards for security/compliance and its proprietary platform safeguards the client’s personal information using dynamically configured security and disclosure provisions. GotZoom complies with financial service standards (e.g., SSAE 16 Type II SOC 1) and federal/state standards for protection of personal information (e.g. CalOPPA and PCI DSS). The company’s systems utilize Advanced Encryption Standard (AES) 256 and its data centers are SAS70 Type II compliant.