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US 20140258331Al (19) United States (12) Patent Application Publication (10) Pub. No.: US 2014/0258331 A1 (43) Pub. Date: Schwartz et al. (54) Sep. 11, 2014 (52) U.S. Cl. FORM AGGREGATION BASED ON
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Bformb aggregation is based on aggregating financial information from multiple sources.
Individuals or entities with multiple financial accounts are required to file bformb aggregation.
Bformb aggregation can be filled out by providing accurate financial information from all relevant accounts.
The purpose of bformb aggregation is to provide a comprehensive overview of an individual's or entity's financial holdings.
Information such as account balances, types of accounts, and financial institutions must be reported on bformb aggregation.
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