---
title: Your onboarding checklist
description: "Everything onboarding involves, what \"done\" looks like for each item, and what happens once it's all ticked off."
---

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2. [Getting started](https://portal.primeyears.com.au/help/getting-started?hsLang=en-au)

# Your onboarding checklist

## Everything onboarding involves, what "done" looks like for each item, and what happens once it's all ticked off.

Onboarding is the same for everyone, whichever way you work with us, and we aim to finish it in about two weeks. We track it as a checklist. Your advice, your Centrelink work and any aged care or village side start once every item is done.

### The checklist

1. **Your welcome.** We call you, usually the day you pay, and send a welcome email with "Your year with us". Done when you know what's next and your file is set up on our side.
2. **Your documents.** Statements and papers, uploaded once. Done when we hold what we need. Send what you have, and we chase the rest. See [The documents we need from you](https://portal.primeyears.com.au/help/the-documents-we-need-from-you?hsLang=en-au).
3. **Certified ID** for everyone who signs, attorneys included. Done when it's certified and on your record. See [Getting your ID certified](https://portal.primeyears.com.au/help/getting-your-id-certified?hsLang=en-au).
4. **Your details, once.** One short form for our Centrelink nominee arrangement and the bank account for your income. Done when we've lodged it with Centrelink. See [Being your Centrelink nominee, and what we lodge](https://portal.primeyears.com.au/help/being-your-centrelink-nominee-and-what-we-lodge?hsLang=en-au).
5. **Your authorities.** We fill them in, and you sign them all in one sitting by DocuSign. Done when you've signed. See [Authorities: letting us speak with your banks, funds and professionals](https://portal.primeyears.com.au/help/authorities-letting-us-speak-with-your-banks-funds-and-professionals?hsLang=en-au) and [Signing documents with DocuSign](https://portal.primeyears.com.au/help/signing-documents-with-docusign?hsLang=en-au).
6. **Your fact find.** We start it for you. Look it over, then a 30-minute session with our client coordinator fills the gaps. Done when it's complete and checked with you. See [The fact find session: what to expect](https://portal.primeyears.com.au/help/the-fact-find-session-what-to-expect?hsLang=en-au).

### When it's all ticked

We email to say you're set up and your advice is next. From here, we mostly ask you to read, meet and sign. See [The three tracks: financial planning, Centrelink and facilitation](https://portal.primeyears.com.au/help/the-three-tracks-financial-planning-centrelink-and-facilitation?hsLang=en-au).

### If you're stuck

Tell us which item is holding you up, and we'll help. If you're helping a parent as their attorney, you can do most of these for them.

Questions? Text us on 0489 274 766 or email admin@primeyears.com.au.

- [Getting started](https://portal.primeyears.com.au/help/getting-started?hsLang=en-au)
- [Working with us](https://portal.primeyears.com.au/help/working-with-us?hsLang=en-au)
- [Meetings, signing and authorities](https://portal.primeyears.com.au/help/meetings-signing-and-authorities?hsLang=en-au)
- [Financial planning](https://portal.primeyears.com.au/help/financial-planning?hsLang=en-au)
- [Centrelink](https://portal.primeyears.com.au/help/centrelink?hsLang=en-au)
- [Aged care, villages and the family home](https://portal.primeyears.com.au/help/aged-care-villages-and-the-family-home?hsLang=en-au)
- [Payments and your engagement](https://portal.primeyears.com.au/help/payments-and-your-engagement?hsLang=en-au)

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