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CUSTOMER DISCLOSURE FORM Energy efficiency service providers are not part of, nor endorsed by the Texas-New Mexico Power Company (TEMP) or the Public Utility Commission of Texas. Use your judgment

How to fill out customer disclosure form

How to Fill Out a Customer Disclosure Form:

1. Begin by providing your personal information. This includes your full name, address, contact details, and any other requested information such as social security number or date of birth.
2. Next, provide details about the nature of your business or profession. This may include your job title, company name, and industry.
3. Indicate whether you have any affiliations or relationships with entities that could potentially create a conflict of interest. This could include financial relationships, ownership interests, or involvement in related businesses.
4. Disclose any prior disciplinary actions or legal issues that may impact your ability to provide services. This could include previous regulatory actions, criminal convictions, or professional sanctions.
5. Provide information about your qualifications and credentials. This may involve specifying your education level, certifications, licenses, or relevant experience.
6. Review the form thoroughly before submitting it. Ensure that all the information provided is accurate, up-to-date, and complete.
7. Sign and date the form, acknowledging that the information provided is true and accurate to the best of your knowledge.

Who Needs a Customer Disclosure Form:

1. Financial professionals: Anyone who provides financial advice, manages investments, or offers financial products is typically required to have customers complete a disclosure form. This includes financial advisors, portfolio managers, investment brokers, and insurance agents.
2. Legal professionals: Lawyers and attorneys who work with clients on legal matters may also require a customer disclosure form. This helps ensure transparency and clarity in the attorney-client relationship.
3. Other professionals: Various other industries may require customer disclosure forms as part of their compliance procedures. This can include healthcare providers, real estate agents, and marketing professionals.

Overall, the purpose of the customer disclosure form is to provide transparency and protect the interests of both the professional and the customer. It helps establish trust and ensures that all relevant information is disclosed to make informed decisions.

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What is customer disclosure form?

Customer disclosure form is a document that discloses information about a customer's personal or financial details.

Who is required to file customer disclosure form?

Financial institutions or businesses that handle customers' personal or financial information are required to file customer disclosure form.

How to fill out customer disclosure form?

Customer disclosure form can be filled out by providing accurate and complete information about the customer's personal or financial details.

What is the purpose of customer disclosure form?

The purpose of customer disclosure form is to protect customers' privacy and ensure their information is handled securely.

What information must be reported on customer disclosure form?

The customer's name, address, contact information, and any relevant personal or financial details must be reported on customer disclosure form.