Becker CPA Review Program Practicewise Member Firms are eligible for discounted pricing on Becker Professional Review for CPA exam candidates. Becker’s live, online and self-study CD formats will work with any schedule and are offered at attractive rates for the staff of Practicewise Member Firms. Any of these formats offer the candidate the same thorough and comprehensive coverage instruction with the same integrated materials. Practicewise Member Firms can take advantage of the relationship with Becker CPA Review through one of two options – Direct Bill or Preferred Provider. The standard 4-part tuition is currently $3,315 and is subject to increase every July 1st. (Sales tax must be applied to the CD-ROM product). No adjustments can be made to orders placed before the Billing Preference Agreement is returned to Becker. All member firms not choosing the Direct Bill relationship will automatically default to a Preferred Provider relationship. 1. Direct Bill: Becker will offer a $700 discount for each staff member’s 4-part enrollment through Direct Bill. Firms who choose to participate in the Direct Bill option will receive an invoice from Becker for their staff that enrolled each month. Even though the payment will be made by the firm, it is up to each firm to decide the level of financial support they want to give their employees. Therefore, you can charge back all (or part of) the CPA review expenses to your employees. This discount is attractive for both the candidate, if he or she is responsible for the program; and for the firm, if it offers this program as a benefit to its new hires or staff. 2. Preferred Provider: Becker will offer a $300 discount for each staff member’s 4-part enrollment through Preferred Provider. Firms who choose to participate in the Preferred Provider option elect to have their staff candidates invoiced directly by Becker. Practicewise Firms with an existing Direct Bill relationship with Becker: Your discount will be increased as described above. Your current relationship allows a $600 discount off the standard price. With the Practicewise/Becker arrangement, your discount will increase to $700. (Existing Direct Bill firms should still fill out and submit the Billing Preference Form below). Practicewise Firms with an existing Preferred Provider relationship with Becker: You will have the option to switch to a Direct Bill relationship. Your current discount is $300 off of the standard price. If you switch to Direct Bill, you will be saving an additional $400 for your employees. As noted above, you can charge back all (or part of) the direct-bill CPA review expenses to your employees. (Existing Preferred Provider firms should still fill out and submit the Billing Preference Form below). Practicewise Firms with no current relationship with Becker: You have the option to choose either relationship: the Direct Bill (saving $700 for your staff) or Preferred-Provider (saving $300 for your staff). Please indicate your choice by filling out the Billing Preference Form below. rewarding Relationships enhanced Results CPA Orientation and Materials Becker CPA Review staff will provide CPA exam orientation seminars to all staff candidates of the Practicewise Member Firms at training seminars or at a mutually convenient time and place. Pre-Authorization Option If so desired, you can set up your direct-bill account to require pre-authorization. With “PreAuthorization Required”, we will not process an order until we receive approval in advance. Below is our Pre-Authorization Policy: Authorizations must be either emailed to Authorizations@BeckerReview.com or faxed to 1.866.771.5215. Subject Line of E-mailed Authorization must contain the name of the firm and the student’s name and will be accepted only from the firm’s authorized approver. Faxed authorizations must note the firm name, student’s name and signature of the authorized approver(s) noted above. All authorizations must give the enrollees phone number and email address. Authorizations must be sent pro-actively, i.e. Becker will not request them and orders will remain in draft until authorization is received. If you would like your Direct Bill account set up with pre-authorization, please so indicate on the attached Billing Preference Agreement. Accommodation Practicewise Member Firm shall be responsible for facilitating and responding to religious or disabilityrelated requests for accommodation from Program participants, and shall be responsible for funding and implementing any such reasonable accommodations relating to the Program. Becker agrees to cooperate with Practicewise Member Firm’s such accommodation efforts to the extent practicable, but does not assume and expressly disclaims responsibility or liability under any applicable law for responding to requests for or providing such accommodations to Program participants, or for the accommodations deemed reasonable by Practicewise Member firm. Questions? Questions can be directed to: Richard J Slusz, Becker Global Accounts Manager Direct: 877.232.0333 Fax: 860.583.0655 E-mail: rslusz@becker.com if you have any questions. Please fax the completed Billing Preference Agreement to Richard at Becker – 860.583.0655 (or e-mail at rslusz@becker.com). It takes five business days to set up new direct-bill relationships. Your staff will be able to register at the dedicated CPA Practicewise web order page: www.BeckerCPA.com/Practicewise rewarding Relationships enhanced Results Becker CPA Review Program – Billing Preference Agreement Firm Name: _____________________________________________________________________________ Billing Contact Name: _____________________________________________________________________ Billing Contact Title: _______________________________________________________________________ Billing Address: __________________________________________________________________________ Billing City, State, Zip: _____________________________________________________________________ Phone Number: _____________________________ E-mail Address: ________________________________ ( ) Pre-Authorization Required. Name of Approver(s): _____________________________________________ Web Order E-mail Notification: _______________________________________________________________ copy of web orders will be sent to this address Number of College Hires Per Year: _________ Becker Contact (If any): ________________________________ Please indicate your billing preference by checking one of the following: [ ] Direct-Bill Becker CPA will invoice each participating Practicwise firm for the staff members that registered for all four parts of the Becker CPA Review Course between the date this form is submitted and June 30 at the discount rate of $700 off the standard tuition, which is currently $3,315 but subject to increase each July 1. If your firm requires staff to pay for CPA exam review classes, you may elect this option and collect the fees from your staff members so that they enjoy the maximum benefit. By selecting Direct-Bill, your firm agrees to pay the invoice in accordance with Becker CPA’s payment terms. [ ] Preferred Provider Becker CPA will invoice staff candidates directly for their enrollment. Candidates enrolling under this option between now and June 30 will receive a $300 discount off of the full four-part tuition. I, ____________________________________________ understand and agree to the billing arrangement that I have selected above. I understand that this agreement is between Becker CPA and (insert firm name) __________________________________ and that Practicewise acts only as a facilitator in arranging the discount. I further agree that we will make our best efforts to make all staff and new hires that are eligible to sit for the CPA Examination aware of this “Direct Bill” or “Preferred Provider” program through both e-mail and hard copy communication. I am authorized to sign this agreement on behalf of (insert firm name) __________________________________ Signature: ______________________________________ Title: ___________________________________________ Signature Date: __________________________________ Please complete this form and e-mail or fax to: Richard J Slusz, CPA Manager Global Accounts Becker Professional Education Phone: 877.232.0333 Fax: 860.583.0655 E-mail: rslusz@becker.com rewarding Relationships enhanced Results