SEI Trust Company New User Registration Form

Gain access to the CIT Dashboard.


Personal Info


Collective Investment Trust(s)

Please complete the below for each plan invested in the collective investment trust(s). If you do not wish to access account statements, please write N/A.

Funds Held

Please complete the below for each fund held by the above plan(s) and/or each fund you would like to access.

View the list of funds associated with each trust

You will receive an email with your user ID within 5 business days. If you do not receive an email within 5 business days, please contact SEI Trust Company at 610-676-2369.

Once this form has been accurately submitted and approved, you will be able to receive monthly statements through the CIT Dashboard. If you are currently receiving a mailed statement and would like it discontinued, please refer to the Working with Us section on the SEI Trust Company Services page for further information.