**EE KB - Confirmation of Services Process

Confirmation of Service documents are sent to the EE team via Upwork Support. EE is in charge of reviewing the document to ensure it is correct as well as signing Dilip Ratnam’s name to each document. The Service Contract indicates that the freelancer acknowledges and accepts the money being sent to them by a person or company located outside their country of residence. Without this document, the bank will return the funds back to Upwork.

COS tickets are of high importance as a freelancer or agencies require these to receive their funds. 

Guidelines for Signing a COS form:

1. All requests for COS signing should come from the freelancer’s email address linked to their Upwork account. 

a. If the email address is linked to their account proceed to step 2 

b. If the email address is not linked with their Upwork account 

i. Respond to the freelancer’s request and inform the user that for privacy reasons, and account validation, COS requests are required to be sent from the email address associated with their Upwork account.

ii. Let the freelancer know you will contact them via the email address linked with their Upwork account and close their request, saving their COS document to handle via a new ticket.

iii. Create a new ticket using the email address linked to the freelancer’s account and send an inquiry to ensure the freelancer sent a request for COS signing. 

1. If freelancer responds yes, proceed to step 2. 
2. If freelancer says no, review the users account to ensure there are no issues involving account take over.

2. Review the form sent by the user 

c. Make sure all areas are completed by the user 

d. There will usually be two forms, one in English and one in Russian 

3. Using OBO, check the COS information

e. FL -Complete name and signature 

i. Some agency owners put their agency company bank account name under “Contractor”. 

                     1. Verify that it matches one of their active withdrawal methods. 

f. Amount of funds withdrawn : this is the actual amount withdrawn in OBO, if a FL requires to list service fees or withdrawal fees, request the FL list these items separately. 

g. Date of the withdrawal

If any information is not correct send back to FL: 

1. Reply to the ticket informing the user what information was missing or incorrect on the form.
2. Request the issue be corrected and returned via your ticket once the correction is complete.

If all information is correct - Sign documents: 

1. Save documents as a PDF file on your desktop 
2. Open Adobe Reader      

   a. Locate the document

3. Click on the “Tools” section of Adobe 
4. Click on “Fill and Sign”

     a. This adds a small “Sign” icon above the toolbox 

     b. Click Sign

               i. If this is your first time to sign

1. Click Add Signature 
2. Click Image 
3. Add Dilip's signature image

                                           a. If you do not have access to the signature, ask the TL

5. Drag the signature image to the signature line

6. Save the document 

Once the documents are signed: 

1. Attach the signed document to the ticket. 
2. Apply Macro: Billing and Payment>Get Paid>Other>Act of Acceptance Request Complete. 
3. Send ticket as solved.