# Letter of Authorization (LOA) ## LETTER OF AUTHORIZATION **Date:** `[DATE]` **To:** All Carriers, Service Providers, and Technology Vendors of the Authorizing Customer Listed Below **From:** `[CLIENT LEGAL NAME]` (the "**Customer**") --- ### 1. Authorizing Customer | | | |---|---| | **Legal Name** | `[CLIENT LEGAL NAME]` | | **Business Address** | `[CLIENT ADDRESS]` | | **Main Phone** | `[CLIENT PHONE]` | | **Federal Tax ID (EIN)** | `[CLIENT EIN]` (last 4 digits acceptable) | | **Authorizing Signatory** | `[NAME] ยท [TITLE]` | | **Signatory Email** | `[EMAIL]` | ### 2. Authorized Agent The Customer hereby authorizes the following entity (the "**Authorized Agent**") to act on the Customer's behalf within the scope defined in Section 4: | | | |---|---| | **Agent Entity** | Signal Advisory LLC | | **Agent Address** | `[ADDRESS]`, Kansas City, Missouri | | **Authorized Individual(s)** | Brandon Murphy, Principal Advisor | | **Agent Contact Email** | brandon@signaladvise.com | | **Agent Contact Phone** | `[BUSINESS PHONE]` | ### 3. Vendors and Accounts Covered This authorization applies to the following Customer accounts with the following vendors (the "**Covered Accounts**"). If "All accounts" is selected, this LOA covers every active service account held by the Customer with the listed vendor as of the effective date. | Vendor | Account Number(s) or Identifier | Service Type | Scope | |---|---|---|---| | `[VENDOR 1]` | `[ACCOUNT # OR "All accounts"]` | `[e.g., Internet, Voice, Mobile, MPLS]` | Full / Read-Only | | `[VENDOR 2]` | `[ACCOUNT #]` | | | | `[VENDOR 3]` | `[ACCOUNT #]` | | | *(Customer may add or remove vendors by written notice to Agent and to the affected vendors.)* ### 4. Scope of Authorization The Customer authorizes the Authorized Agent to take the following actions on the Customer's behalf with respect to the Covered Accounts. **Check applicable items:** - [ ] **Account inquiry.** Request and receive account information, invoices, contract terms, and usage data. - [ ] **Portal access.** Receive credentials to or access the vendor's customer portal for read-only review and analysis. - [ ] **Quote requests.** Solicit, receive, and review service and pricing quotes from the vendor. - [ ] **Service inquiries.** Open trouble tickets, escalate service issues, and request status updates. - [ ] **Moves, Adds, and Changes (MACs).** Order non-material changes to existing services, including: - [ ] Adding new circuits, lines, or services within the existing master contract - [ ] Cancelling individual circuits or lines (within contract terms) - [ ] Modifying service configuration (bandwidth, features, hunt groups, etc.) - [ ] Updating site contact information and technical points of contact - [ ] **Billing disputes.** Submit, escalate, and negotiate billing disputes and credit requests. - [ ] **Contract negotiation support.** Engage with the vendor's sales, account, and contracts teams to support Customer's negotiation of renewal terms, pricing, and new services, including receiving and discussing draft contract documents. The Authorized Agent **does NOT** have authority to: (a) execute, sign, or terminate any contract on the Customer's behalf; (b) authorize service disconnections that affect Customer's primary operations; (c) make changes that materially modify Customer's monthly recurring cost without Customer's prior written consent; or (d) bind the Customer to any new financial obligation. Any contract execution, service disconnection, or material change requires a separate written authorization signed by an authorized officer of the Customer. ### 5. Vendor Instructions The Customer instructs each vendor listed in Section 3 to: - Treat the Authorized Agent's requests, inquiries, and orders within the scope of Section 4 as if made directly by the Customer - Provide the Authorized Agent with the same account information and access the Customer would receive - Direct copies of quotes, proposals, contracts, and account correspondence to the Authorized Agent's email address listed in Section 2 - Promptly notify the Customer's signatory of any action taken by the Authorized Agent that the vendor reasonably believes exceeds the scope of this authorization ### 6. Term This Letter of Authorization is effective on the date signed below and remains in effect for **`[12 MONTHS / TERM OF MSA / OTHER]`** unless revoked earlier in writing by the Customer. ### 7. Revocation The Customer may revoke this authorization, in whole or in part, at any time by written notice to (a) the Authorized Agent at the email address in Section 2 and (b) the affected vendor(s). Revocation is effective upon receipt by the vendor and does not retroactively affect any actions taken prior to revocation. ### 8. Indemnification of Vendors The Customer agrees that any vendor acting in good-faith reliance on this Letter of Authorization, within the scope of Section 4, shall not be liable for actions taken pursuant to instructions from the Authorized Agent. ### 9. Confidentiality The Authorized Agent is bound by a Master Services Agreement with the Customer that includes confidentiality obligations protecting the Customer's account information and any information received from vendors. Vendors may rely on those obligations when sharing account information with the Authorized Agent. ### 10. Limitation This Letter of Authorization is **not** an assignment of the Customer's contracts with any vendor and does not transfer ownership of any accounts, services, telephone numbers, or other assets. The Customer remains the contractual customer of record with each vendor. ### 11. Acceptance by Vendor By providing services to the Customer after receiving this Letter of Authorization, each vendor accepts the terms herein with respect to the Authorized Agent's permitted actions. Vendors may, in their reasonable discretion, request additional information from the Customer to verify the authenticity of this authorization or to satisfy internal compliance requirements. --- ### Signatures **For the Customer:** By: ____________________________________________ Print Name: `[CLIENT SIGNATORY NAME]` Title: `[CLIENT TITLE]` Date: __________________________________________ Email: `[EMAIL]` Phone: `[PHONE]` --- **Acknowledged by Authorized Agent:** By: ____________________________________________ Print Name: Brandon Murphy Title: Principal Advisor, Signal Advisory LLC Date: __________________________________________ Email: brandon@signaladvise.com Phone: `[PHONE]` --- > **Carrier-specific note:** Many large carriers (AT&T Business, Verizon Business, Lumen, Spectrum Enterprise, Comcast Business) require the customer to also complete their own LOA form before granting agent-level access. After signing this general LOA, request the carrier-specific LOA from each vendor account team and execute those as well. Keep signed copies of every LOA in the client folder for compliance and audit purposes.