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FRIES FINANCIAL SERVICES 108 E. North Avenue, Bryan, TX 77801 (979) 8468395 Fax (979) 8462607 email: service fries financial.com INSTRUCTIONS FOR COMPLETING FACT FINDER Thank you for taking the time
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How to fill out fries financial services fact
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Step 1: Start by gathering all the necessary documents such as income statements, bank statements, and investment information.
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Step 2: Fill out your personal details including your name, address, social security number, and contact information.
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Step 3: Provide accurate information about your employment status, including your current job title, employer's name, and contact information.
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Step 4: Fill out the section related to your income, including your total annual income and any additional sources of income.
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Step 5: Provide details about your monthly expenses, including rent/mortgage payments, loan payments, and other financial obligations.
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Step 6: Fill out the section related to your assets and liabilities, including information about your savings accounts, investments, and debts.
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Step 7: Review all the information you have provided to ensure accuracy and completeness.
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Step 8: Sign and date the form, and submit it to Fries Financial Services for processing.
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