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Phoenix Life Insurance Company (the Company) PHL Variable Insurance Company (the Company) One American Row, PO Box 5056 Hartford CT 06102-5056 Customer Identification Verification Form Section 1 Owner

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How to fill out customer identification verification form

How to fill out customer identification verification form:

01

Begin by carefully reading the instructions provided on the form. Make sure you understand what information and documentation is required.

02

Start by filling out your personal information accurately. This may include your full name, date of birth, address, contact details, and social security number or identification number.

03

Provide any additional information requested, such as your employment details or financial information. Be sure to double-check the accuracy of this information before submitting the form.

04

If the form requires identification documents, such as a driver's license or passport, make sure to attach or provide copies of these documents as instructed. Ensure that the copies are clear and legible.

05

Review the completed form to ensure all sections have been filled out accurately and all required fields have been addressed.

06

Sign and date the form as required, following any specific instructions regarding signatures.

07

Finally, submit the filled-out form, either in person or through the designated method specified by the issuer.

Who needs customer identification verification form?

01

Financial institutions: Banks, credit unions, and other financial institutions usually require customers to complete a customer identification verification form. This helps them comply with regulations regarding anti-money laundering and know your customer (KYC) policies.

02

Government agencies: Government departments or agencies may require individuals to complete a customer identification verification form for various reasons, such as applying for benefits, obtaining specific licenses, or conducting certain transactions.

03

Other organizations: Some non-financial organizations, such as healthcare providers, insurance companies, or legal firms, may also request customer identification verification forms to ensure the accuracy of client information and comply with relevant regulations.

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What is customer identification verification form?

The customer identification verification form is a document used to verify the identity of customers.

Who is required to file customer identification verification form?

Financial institutions and other regulated entities are required to file customer identification verification forms.

How to fill out customer identification verification form?

The customer identification verification form is typically filled out by providing personal information such as name, address, date of birth, and identification number.

What is the purpose of customer identification verification form?

The purpose of the customer identification verification form is to prevent money laundering and terrorist financing.

What information must be reported on customer identification verification form?

The customer identification verification form must report details such as customer name, date of birth, address, and identification number.

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