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FINANCIAL Counselor Authorization FORM
CUSTOMER DETAILS
Customer 1Customer 2 (if applicable)Full name:Full name:Address:Address:Date of Birth:Date of Birth:ACCOUNT DETAILS
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03
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What is customer 2 if applicable?
Customer 2 refers to the secondary account holder or additional customer on a financial account.
Who is required to file customer 2 if applicable?
The primary account holder or main customer is required to provide information about customer 2 if applicable.
How to fill out customer 2 if applicable?
Customer 2 information can be filled out by providing details such as name, address, identification number, and relationship to the primary account holder.
What is the purpose of customer 2 if applicable?
The purpose of customer 2 information is to comply with regulatory requirements and to ensure accurate reporting of account holders.
What information must be reported on customer 2 if applicable?
Information such as name, address, date of birth, and tax identification number must be reported for customer 2 if applicable.
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