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Personal Financial Planning Questionnaire Part I: Personal and Family Information 1. Your General Information Your Full Name Your Date of Birth Your Place of Birth Your State of Residency Spouses
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How to fill out part i personal and
How to fill out Part I Personal and:
01
Start by providing your full legal name, including your first, middle, and last name. Make sure to write it exactly as it appears on your official identification documents.
02
Next, enter your social security number or taxpayer identification number accurately. Double-check the digits to avoid any mistakes.
03
Indicate your date of birth using the prescribed format (e.g., MM/DD/YYYY). Be precise and avoid any ambiguity.
04
Provide your current residential address, including the street name, apartment or unit number (if applicable), city, state, and ZIP code. Make sure to enter the information accurately to avoid any issues with mail delivery or identification verification.
05
If you have a foreign address, follow the instructions provided and include all the necessary details as required.
06
Enter your primary phone number and email address. It's essential to provide contact information that you actively use for seamless communication regarding your personal and tax matters.
07
If you have an additional phone number or email address, you may provide that information as well. However, this is optional and not required.
08
Check the box that applies to your filing status. The options generally include single, married filing jointly, married filing separately, head of household, or qualifying widow(er) with dependent child. Select the appropriate status based on your situation.
Who needs Part I Personal and:
01
Individuals who are filling out a personal and tax-related form.
02
Anyone who is required to report personal and identification information for tax purposes.
03
Individuals who want to ensure accuracy and completeness in their personal information while complying with the necessary tax regulations.
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