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How to Upload a Document

From time to time, the association office may ask you to send in a document. This page shows you how to upload it through the member website instead of mailing a paper copy or stopping by the office.

What you might upload

  • Insurance certificate from your building
  • A copy of your professional license
  • A photo of an ID for verification
  • Any other supporting paperwork the board asks for

The beneficiary form for your $100,000 life insurance benefit is a separate digital form on the same page — see How to Fill Out the Beneficiary Form. You do not upload a paper copy of the beneficiary form here.

What files work

You can upload files in these formats:

  • PDF — best for forms and scanned documents
  • JPG or PNG (and other common image formats) — good for a photo taken with your phone

Files must be smaller than 4 megabytes. Most phone photos and single-page PDFs are well under that. If you have a very large scan, ask the office to tell you how to send it.

Steps

  1. Log in at portal.metropolitanbmny.com. If you need help, see How to Log In.
  2. In the left-hand sidebar, click My Profile.
  3. Scroll down to the Documents section near the bottom of the page.
  4. Under Upload Document, pick the document type from the Document Type dropdown — Insurance Certificate, License, ID Verification, or Other.
  5. Click Choose a file or drag and drop in the upload box, then pick the file from your phone or computer.
  6. The file uploads automatically. You do not need to click a separate Upload button.

Metro BMNY My Profile page Documents section with the upload box

How to know it worked

When the upload finishes, the page reloads and the new document appears in the My Documents list above the upload box, with a yellow Pending Review badge. If something goes wrong, you will see a red message explaining what to fix. The most common issues are a file that is too big (over 4 MB) or the wrong type (only PDFs and images are accepted).

What happens next

The association office will review your document. While it is being reviewed, the badge stays on pending review. Once an admin approves it, the badge changes to approved. If the office needs you to send a different version, the badge changes to rejected and the office's note appears below the file name.

You do not need to send the original paper copy after you upload. The digital version is enough for our records.

If you need to update your contact info before uploading, see How to Update Your Profile.