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Office Use Only Associate Similar # Branch Date Entered Date Sent to Member Services Support OPT-OUT SOLICITATION FORM I prefer to be excluded from the following (check all that apply): Direct marketing

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How to fill out non solicitation form

01

Start by obtaining a non solicitation form template. You can find these templates online or through legal software.

02

Review the non solicitation form to understand the clauses and provisions it contains. Pay special attention to restrictions on soliciting customers or employees, the duration of the agreement, and any limitations on geographical scope.

03

Fill in the required information in the form. This typically includes your name, contact details, and the name of the company you work for.

04

Specify the parties involved in the non solicitation agreement. This usually includes your employer and any other relevant parties such as clients or business partners.

05

Clearly state the non solicitation provisions. This includes outlining the specific restrictions on soliciting customers or employees, the duration of the agreement, and any limitations on geographical scope.

06

Review the completed form to ensure all information is accurate and the provisions are clearly stated.

07

Sign the form and have it witnessed or notarized if required by law or company policy.

08

Keep a copy of the filled out non solicitation form for your records.

Who needs non solicitation form?

01

Non solicitation forms are needed by employers who want to protect their business interests by preventing employees from soliciting their customers or employees.

02

These forms are also required in certain industries where client or customer poaching is common, such as real estate or technology.

03

Any business that wants to safeguard its confidential information, trade secrets, and client relationships can benefit from having employees sign non solicitation forms.

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What is non solicitation form?

Non solicitation form is a document that restricts individuals or companies from soliciting clients or employees from another company.

Who is required to file non solicitation form?

Employers or companies who want to protect their clients or employees from being solicited by competitors.

How to fill out non solicitation form?

Non solicitation forms typically require basic information about the parties involved and the specific non solicitation terms.

What is the purpose of non solicitation form?

The purpose of non solicitation forms is to protect a company's client and employee base from being poached by competitors.

What information must be reported on non solicitation form?

Information such as names of parties involved, effective date of non solicitation agreement, specific terms of the agreement.

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