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Provide this form to the client. Do NOT send it to the Corporate Office. OTHER IMPORTANT BROKERAGE DISCLOSURES This document contains Important Disclosures which may be applicable to your Brokerage
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Instructions on how to fill out a "do not send it" form:

01
Begin by carefully reading the instructions provided on the form. Make sure you understand the purpose of the form and why it should not be sent.
02
Start by entering your personal information accurately and clearly in the designated fields. This may include your name, address, email, and phone number.
03
Pay attention to any specific guidelines given on the form. For instance, there might be sections where you need to provide additional details about a certain incident, explain why the form should not be sent, or specify any alternative actions that need to be taken.
04
Use concise and clear language when filling in the form. Avoid using jargon or complex terminology that may confuse the recipient or lead to misinterpretation of your intention.
05
Double-check all the information you have entered to ensure its accuracy. Any mistakes or inaccuracies could diminish the effectiveness of the form and potentially disrupt the intended purpose.
06
If required, provide any supporting documentation or evidence that may strengthen your case or justify the need for not sending it. This can include photographs, receipts, witness statements, or any relevant paperwork.
07
Before submitting the completed form, review it thoroughly to ensure that all sections have been filled out correctly and that your message is clear and succinct.

Who needs a "do not send it" form?

01
Individuals who want to express their intention not to proceed with a particular action. This could be someone who initially wanted to send a document or take a specific course of action but has changed their mind.
02
Anyone who wishes to create a record or documentation of their decision to not send something. This could be important for legal purposes, filing complaints, or maintaining proper communication channels.
03
People who want to avoid potential misunderstandings or the unintended consequences that may arise from sending a particular piece of information. The "do not send it" form serves as a proactive measure to prevent unwanted outcomes.
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Do not send it refers to a specific document or information that should not be sent or submitted.
There is no specific entity or individual required to file do not send it as it simply refers to not sending a certain document.
No specific instructions are required to fill out do not send it as it simply means not sending a particular document.
The purpose of do not send it is to prevent the submission or transmission of a specific document or information.
No information needs to be reported on do not send it as it simply signifies the non-submission of a specific document.
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