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Stockbrokers Investment Club Representative Agreement Section 1 About your Club Name Portfolio Number* / / *If existing, your Investment Club Portfolio Number must be entered. Please write clearly
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Section 1 is about providing personal information such as name, address, date of birth, and immigration status.
All employees are required to fill out section 1 when starting a new job.
Employees must complete section 1 on their first day of work by providing accurate and truthful information.
The purpose of section 1 is to verify an employee's identity and eligibility to work in the United States.
Information such as full name, date of birth, social security number, and citizenship status must be reported on section 1.
The deadline to file section 1 in 2023 is within the first 3 days of starting a new job.
The penalty for late filing of section 1 can result in fines and penalties imposed by the government.
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