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Com Please Affix Passport CLIENT FAMILIARITY INDEX CFI FORM The information provided on this form is a mandatory requirement by the National Pension Commission and is expected to be updated every three years. UBA House 9th Floor 57 Marina P. O Box 168 Marina Lagos Tel 234 1 2776900 Fax 234 1 462 2253 Email info PALpensions. CONTRIBUTORS DETAILS Surname First Name Other Name RSA PIN P E N PERSONAL DETAILS Title Gender Marital Status Place of Birth DD MM YYYY Date of Birth State of Origin L*G*A...

How to fill out client index form

How to fill out a client index form?

1. Start by gathering all the necessary information about the client, such as their full name, contact details, and any relevant identification numbers.
2. Make sure to include a section for the client's address and other personal details, such as their date of birth.
3. Provide space for the client to indicate their preferences, such as communication preferences, appointment scheduling preferences, and any special considerations.
4. Include a section for the client to list any allergies, medical conditions, or other pertinent information that may affect their service or experience.
5. Designate a section for the client to provide emergency contact information, including the name and phone number of a trusted individual.
6. Consider including a feedback section where clients can provide any additional comments or suggestions.
7. Once the form is completed, review it to ensure all sections have been filled out correctly and completely.

Who needs a client index form?

1. Service-based businesses, such as salons, spas, and healthcare providers, often require client index forms to gather important client information.
2. Organizations that offer membership or subscription-based services may use client index forms to track and manage their clients' preferences and details.
3. Hospitals, clinics, and medical facilities commonly use client index forms to compile patient information and ensure accurate records are maintained.
4. Educational institutions, such as schools and colleges, may utilize client index forms to store student information, emergency contacts, and other relevant details.

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