New Job

Call my healthcare providers to change my insurance details on file.

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• Healthcare providers names, if not on file from previous tasks:

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Note to member: please attach your new insurance card!

Draft a LinkedIn post about the new job.

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• Company name:

• New position:

Send me a list of highly rated restaurants nearby, then make a reservation for a celebratory dinner at the restaurant I choose:

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• Date:

• Time:

• Number of people:

Please provide me with 3 highly rated standing desk & Bluetooth keyboard/mouse and order the one I select.

Pre-order coffee for my first day

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• Coffeeshop (ex: Starbucks, Blue Bottle):

• Order (ex: iced latte, hot coffee with almond milk):

• Time of pick-up (ex: 8:30am):

• Date:

Please roll over my 401K.  

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• Institution to rollover to (Fidelity, Vanguard):

• Name of former institution:

• Former HR Employer Email:

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Note to member: Please upload any 401K statement below. We may need additional existing account information to set up the rollover account.