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Account Services Form Uses this form to complete one or more of the following: Add check writing or update your signature card Change your dividend and capital gains options Change your name Change

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What is use this form to?

Use this form to report your annual income.

Who is required to file use this form to?

All individuals who earned income during the tax year are required to file this form.

How to fill out use this form to?

You can fill out this form online or by mail. Make sure to accurately report all sources of income.

What is the purpose of use this form to?

The purpose of this form is to calculate your tax liability based on your income.

What information must be reported on use this form to?

You must report all sources of income, including wages, interest, dividends, and any other earnings.