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Policies & disclosures

Policy 06

Platform and Technical Support Policy

What platform and technical support can—and cannot—assist with.

Effective Date: August 13, 2026

Support is available by email at frenchonrencher@ckrsolutionsllc.com. Support is limited to platform access, account administration, and technical issues. Customers should include their name, account email, a brief description of the issue, and a screenshot of any error message when safe to do so. Do not email passwords, Social Security numbers, full financial account numbers, health records, full payment-card numbers, or card security codes.

Support can assist with

  • Invitation, activation, login, password-reset, or account-access problems.
  • Browser, device, display, upload, download, printing, or platform error messages.
  • Locating a platform feature, tutorial, status indicator, or general instruction without telling the customer what substantive answer or selection to make.
  • Confirming whether an access email, notification, or available document was transmitted.
  • Escalating technical defects, downtime, or delivery failures to the Platform provider.
  • Billing inquiries, duplicate-charge concerns, or questions about the statement descriptor.

Support cannot assist with

  • Choosing a Plan Package, form, beneficiary, fiduciary, distribution, clause, or questionnaire answer.
  • Entering, rewriting, changing, or approving customer responses.
  • Interpreting a question, Generated Document, law, rule, signing requirement, funding step, property transfer, tax consequence, or personal outcome.
  • Reviewing documents for completeness, accuracy, suitability, validity, or enforceability.
  • Providing deadline monitoring, representation, or individualized professional advice.

Support requests are handled on a commercially reasonable basis, but response or resolution times are not guaranteed. Third-party outages, security checks, provider maintenance, incorrect customer contact information, unsupported devices, and circumstances outside CKR's reasonable control may delay resolution. Technical support does not extend a court, tax, recording, benefits, or personal deadline.