Customer has forgotten their username
First, go through the following questions until the customer answers three of them correctly. The customer must answer three of the following security questions before assisting them with a password reset: If the customer is a shareholder of a company on eFiling, ask the three authentication questions pertaining to the customer’s shareholder authentication questions. If the customer is not a shareholder of one of the company’s on eFiling, ask the following: Please confirm a correspondence address that may be listed in your [Rapid / 1st / Quality] Formations client account. Please confirm a contact email address that may be listed in your [Rapid / 1st / Quality] Formations client account. Please confirm what services you have with [Rapid / 1st / Quality] Formations. Please confirm the last 4 digits of the credit card details that are securely stored on file at [Rapid / 1st / Quality] Formations. Please confirm the contact telephone number that is listed in your [Rapid / 1st / Quality] Formations account. Please confirm how you pay for your services with [Rapid / 1st / Quality] Formations. Once the above passed, you can provide a customer with their username. The username can be found on eFiling by going to the customer’s overview page (not the company overview page), and clicking on ‘edit’ in the Overview section. You will see the Username displayed under the customer’s name. It is very important that we only ever discuss login and account queries with the customer on the account. It cannot be anyone else – e.g. not a director or a shareholder if they are not the customer.