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MARATHON STRATEGIC ADVISORS, LLC 500 Market Street, Suite 610 Steubenville, OH 439522847 ×740× 2825198 CLIENT QUESTIONNAIRE (Schedule B) Thank you for considering Marathon Strategic Advisors, LLC
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How to fill out section one personal background

How to fill out section one personal background:
01
Start by providing your full name, including any legal name changes or aliases.
02
Next, include your contact information such as your current address, phone number, and email address. Make sure these are up to date and accurate.
03
Provide your date of birth and gender. This information is often required for demographic purposes.
04
Include your citizenship or immigration status. Specify if you are a U.S. citizen, permanent resident, or hold any other legal status.
05
Indicate your social security number if required. Some forms may ask for this information for identification purposes.
06
Mention your marital status, whether you are single, married, divorced, or widowed.
07
Provide information about your dependents if applicable. This may include your spouse or children and their names, ages, and relationship to you.
Who needs section one personal background:
01
Job applicants: When applying for a job, employers often request personal background information on application forms. This helps them verify your identity and demographic details.
02
College or university applicants: When applying for higher education, institutions may require personal background information. This helps them understand the applicant's background and demographics for admissions purposes.
03
Government agencies: Various government agencies may require personal background information for a variety of purposes, such as issuing permits, licenses, or benefits. This information helps them assess eligibility and verify identity.
04
Immigration processes: When applying for immigration or citizenship, personal background information is crucial for the authorities to conduct background checks, verify identity, and establish eligibility.
05
Financial institutions: Banks and other financial institutions may ask for personal background information when opening new accounts or applying for loans. This helps them comply with legal and regulatory requirements, such as Know Your Customer (KYC) rules.
Overall, section one personal background is important for individuals who need to provide accurate and comprehensive information about themselves for various official purposes.
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What is section one personal background?
Section one personal background is a section of a form or document that requests personal information about an individual.
Who is required to file section one personal background?
Individuals who are completing the form or document are required to file section one personal background.
How to fill out section one personal background?
Section one personal background can be filled out by providing accurate and truthful information about personal background.
What is the purpose of section one personal background?
The purpose of section one personal background is to gather relevant information about an individual for record-keeping or verification purposes.
What information must be reported on section one personal background?
Information such as name, address, contact details, education, work experience, and other personal details must be reported on section one personal background.
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