Roles Responsibility Letter Form

Roles & Responsibility Letter Form
Purpose of the letter: (Please note we only issue Roles & Responsibility Letter if the purpose is to
produce/submit the letter to embassy or educational institution. Also note we don’t process Roles &
Responsibility Letter for new employer)
Check the box confirming the purpose of your letter
☐ Education Institution
☐ Permanent Residency
To whom the letter should be addressed: * For eg : Canada Embassy, Australia Embassy,
University of Mumbai etc. ( Please note that as per the process we cannot mention "To Whom it May
Concern" or employee name as addressee. Please provide full-form of abbreviation, in case any)
Click here to enter text.
Address of the above addressee: * For eg, India, Canada etc. (Please don’t mention your home
address)
Hardcopy or Soft copy: (If hardcopy is required, kindly provide us full address along zipcode/pincode
and contact details)
Roles and Responsibility (Job Description) to be mentioned in the letter

Instructions to follow:
 Draft the Roles & Responsibilities segregated in Bullet Points
 Applications & Skill used can be a separate bullet
Do not:
• Do not Provide Roles & Responsibilities in a Paragraph.
• Do not provide introduction of firm, department and the role)
• All positions/title- Latest position/title will be not be mentioned
• Previous year salary details
• Sub - department or other Hierarchy
• HRBP or Supervisor Name or contact number
• Provide contact details of authorized signatory
• Shift Allowance, Overtime etc
• Reason for Termination
• Bifurcation of roles & responsibility as per titles
• No changes in the template
• Salary details will not be mentioned- OLF reference letter option can be provided
• Achievements and characteristics will not be mentioned.
• Bonus or Annual Incentives will not be provided: Please leverage your annual compensation statements
which can also be found at me@jpmc under the Annual Compensation link, as supporting documents to
send to your reference requestor.

Please let us know if you need any of the below information in the letter along with above
roles and responsibilities
☐ Standard working Hours/Week
☐ Office Location
☐ Grade
☐ Rehire Employment Dates (If rehired)
☐ Futuristic Termination Date/ Expected Last Date of Employment (if applicable)
☐ Presently Employed (If employee is active)
☐ Full Name - First Name, Middle Name and Last Name (The same has to be updated in HR Systems)
☐ Salary Details If yes Annual Salary ☐ Monthly Salary ☐
Kindly note: For India and Philippines employees, in case you require Certificate of Employment with
Salary details then we will request you to generate letter via OLF tool i.e Online Forms Tool. The below is
the self-service link through which you can generate reference letter .
 At Home Network - https://onlineforms.jpmorganchase.com/online-forms/employee-
verification/login.csf
 At Work Network - go/EmploymentReferenceLetter or
https://onlineforms.jpmchase.net/online-forms/employee-verification/login.csf
Transfer Details: Employee who are currently based in other location and require Roles and responsibility
for prior location: (Please note transfer line will be by default provided on the letter.)
Please confirm your previous department out of the following:

☐ Asset & Wealth Management
☐ Corporate Sector
☐ Corporate & Investment Bank
☐ Consumer & Community Banking
☐ Commercial Bank
Any other Instructions Click here to enter text.
Manager’s name who can validate the above Information: Click here to enter text.
Manager’s Consent
☐ I confirm the above roles and responsibilities of the employee along with approval to
mention the same on the letter.
Once approved, referencing team will add the exact mentioned content in the letter as we cannot
verify the same in HR systems.
_____________________
<Manager Name and Digital Signature>
If you do not have the digital signature, please attach this document while providing your
approval on email

Roles Responsibility Letter Form

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Roles Responsibility Letter Form

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Roles & Responsibility Letter Form

Roles and Responsibility (Job Description) to be mentioned in the letter

Click here to enter text.

Please confirm your previous department out of the following:

Any other Instructions Click here to enter text.

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