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PATHWAYS COUNSELING CENTER PATHWAYS Counseling Center Road 7413 Max town 7413 Max town Road Westerville, Ohio 43082 614.818.4099 www.pathwayswesterville.com Westerville, OH 43082 Phone: 614.818.4099
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What is new client forms?
New client forms are documents that collect important information about a new client, such as contact details, identification documents, and financial information.
Who is required to file new client forms?
Financial institutions, businesses, and professionals like lawyers and accountants are required to file new client forms.
How to fill out new client forms?
New client forms can be filled out either manually by hand or electronically online, following the instructions provided on the form.
What is the purpose of new client forms?
The purpose of new client forms is to verify the identity of clients, assess their risk level, and comply with anti-money laundering regulations.
What information must be reported on new client forms?
New client forms typically require information such as name, address, date of birth, and identification numbers.
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