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DONNELLYBOLAND TAX SERVICES Income Tax Preparation Client Questionnaire New Client? Yes No Today's Date SECTION 1. PERSONAL INFORMATION Taxpayer First Name MI Social Security Number Date of Birth
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How to fill out ection 1 personal information

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How to fill out Section 1 Personal Information:

01
Start by carefully reading the instructions provided on the form to ensure that you understand what information is required.
02
Begin by providing your full legal name, including your first name, middle name (if applicable), and last name.
03
Enter your date of birth by including the day, month, and year in the specified format.
04
Indicate your gender by selecting the appropriate option (e.g., male, female, other).
05
Enter your current residential address, ensuring that you include your street address, city, state/province, postal/zip code, and country.
06
Specify your contact information, including your email address and telephone number. Make sure to double-check that these details are accurate and up to date.
07
If required, provide your emergency contact information, which typically includes the name, relationship, and contact number of a person who can be reached in case of an emergency.
08
Some forms may also ask for additional personal information such as your social security number, passport number, or driver's license number. If needed, ensure that you provide these details accurately.

Who needs Section 1 Personal Information:

01
Individuals filling out various official forms such as job applications, government documents, or college admissions forms.
02
People applying for a passport, visa, or other types of travel documents.
03
Employees completing HR paperwork or onboarding documents for their employers.
04
Students enrolling in educational institutions, registering for courses, or applying for financial aid.
05
Individuals seeking legal services, where personal information may be required for identification purposes.
06
Participants in medical studies or clinical trials, as personal information is needed for record-keeping and tracking purposes.
07
Applicants for insurance policies, where personal details are necessary for assessment and underwriting.
08
Anyone required to complete personal information sections as part of their regular administrative tasks or official procedures.
Remember, it is essential to provide accurate and up-to-date personal information when filling out Section 1 to ensure the proper processing of your application or form.
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