Forms directory

Your next step, documented.

Download the original PDF or complete the same form online. Submissions are sent to info@ascentstrategez.com.

Fields marked * are required. Do not include passwords, access tokens, Social Security numbers, or other sensitive credentials. Requests are reviewed by our team; they do not automatically change system access. Privacy policy →

Enterprise User Access Request & Onboarding

Request new-user access, document system roles, and record security acknowledgments and approvals.

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Complete this form online

Do not fill this out:

1. Requestor information

Client name *

Requestor name *

Requestor title

Department

Requestor email *

Requestor phone

Date of request *

2. New user information

Full legal name *

Preferred name

Job title

Department

Employee ID

Direct manager *

Start date *

Work location / site

Requested work email

Work phone / extension

Employment type *

Access expiration date (temporary / contractor)

Sponsoring cost center / project

Business justification for access *

IT use only — equipment / asset notes

4. Security & compliance acknowledgment

Access requested reflects the principle of least privilege (minimum access needed to perform the job).New user will complete security awareness / acceptable use policy training within 30 days of account activation.Requestor / manager confirms this access is required for the employee's job duties and complies with company policy.

5. Approvals

Complete only approvals already obtained. Typed names record the supplied approval; submitting this request does not grant access. System / data owner approval is required for elevated or admin access.

Requesting Manager — printed name / typed signature

Requesting Manager — date

Requesting Manager — approved

IT / Security Approval — printed name / typed signature

IT / Security Approval — date

IT / Security Approval — approved

System / Data Owner — printed name / typed signature

System / Data Owner — date

System / Data Owner — approved

End User Termination Checklist

Track access revocation, equipment return, data retention, and departmental sign-off.

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Termination overview

Employee name *

Employee ID

Department

Position / title

Manager *

Last day worked *

Initiated by *

Client (if applicable)

Your email *

Termination type *

Access revocation effective *

Scheduled revocation date / time

Time zone for scheduled revocation

Pre-termination actions

HR has notified IT/Security of the termination date and effective timeManager has notified relevant department headsExit interview scheduledData/knowledge transfer plan confirmed with managerReturn-of-equipment instructions sent to employee

Equipment & asset return

Laptop / desktop returnedMonitor / peripherals returnedMobile phone returnedBadge / key fob / keys returnedCompany credit card returned or deactivated

Other company property returned (specify)

Data & security

Personal files backed up and removed from company systemsCompany data retained per records retention policyShared account passwords/credentials rotatedEmail forwarding / auto-reply rules reviewed and removed after transition periodAccess logs reviewed for unusual activity prior to termination

Communications & administrative

Removed from distribution lists, Teams/Slack channelsOrg chart and directory updatedAuto-reply / out-of-office message set (if applicable)Final paycheck, COBRA / benefits information providedExit interview conducted and documented

Sign-off

Record only sign-offs already confirmed. Submission itself does not revoke system access.

IT / Security — name

IT / Security — date

IT / Security — confirmed

HR — name

HR — date

HR — confirmed

Manager — name

Manager — date

Manager — confirmed

SMB Cybersecurity Checklist

Review 25 practical security controls and identify gaps across your organization.

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Complete this form online

Do not fill this out:

Your organization

Company / organization *

Your name *

Your email *

Phone

Identity & access

Multi-factor authentication (MFA) is on for email, VPN, remote access, and every admin account.Every employee has their own login. No shared accounts or shared passwords.A password manager is used company-wide, and passwords are never reused.Departing employees lose access the same day they leave.Admin rights are limited to the few people who truly need them.

Devices & network

Every computer runs managed endpoint protection (EDR), not just free antivirus.Operating systems and apps are patched automatically, and you can prove it.Laptops are encrypted (BitLocker or FileVault).The firewall is business-grade, with firmware that's up to date and still supported.Guest Wi-Fi is separated from the business network.You have a current list of every device and who uses it.

Email & people

Email filtering blocks phishing, malicious links, and dangerous attachments.SPF, DKIM, and DMARC are set up for your domain.Staff complete security awareness training at least twice a year.Wire transfers and payment changes need verbal confirmation using a known phone number.

Backup & recovery

Critical data is backed up daily, with at least one copy offline or immutable.Microsoft 365 or Google Workspace data is backed up separately. The provider's built-in retention isn't a backup.A full restore has been tested in the last 90 days.You know how many hours your business can stay down, and your backups meet that target.

Monitoring & response

Security alerts are watched 24/7 by a person or a service, not just logged.There's a written incident response plan that says who to call first.You have cyber insurance, and you meet its security requirements.Vendors and apps with access to your data are reviewed every year.Logs are kept long enough to investigate an incident (90 days or more).Someone owns cybersecurity, internally or through a partner, and reviews it quarterly.

Next steps

More than three blank boxes? Book a free 15-minute IT & security consult with Ascent Strategies. We’ll go through your results and point out the fixes that matter most.

Questions or areas where you would like help