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OPT-OUT E-STATEMENT FORM Name Of Client: Client Code: ? Mailing Address ? Telephone Number / Email: Home: Office: Email: Postal Code: E-Statement ? I would like to opt out from receiving the E-Statement.
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How to fill out opt-out e-statement form

How to Fill Out Opt-Out E-Statement Form:
01
Read the instructions: Start by carefully reading the instructions provided with the opt-out e-statement form. Familiarize yourself with the requirements and any specific information you need to provide.
02
Provide personal details: Begin filling out the form by entering your personal details accurately. This may include your full name, address, contact information, and any other required identification details.
03
Identify the account: Indicate the specific account or accounts for which you wish to opt out of e-statements. This could be a bank account, credit card account, utility account, or any other relevant account. Include the account number or other identifying information as requested.
04
Choose the delivery method: Select the alternative delivery method you prefer instead of e-statements. This could be receiving paper statements via mail or opting for another electronic format, such as a PDF document sent to your email.
05
Review and sign: Carefully review the filled-out form to ensure all the information provided is correct. Sign the form appropriately, following any instructions for signatures or providing additional documentation if necessary.
06
Submit the form: Once the form is completed and signed, follow the instructions to submit it to the relevant party. This could involve mailing the form, submitting it online through a secure portal, or delivering it in person to the appropriate office or department.
Who Needs Opt-Out E-Statement Form:
01
Individuals who prefer paper statements: Some individuals may prefer receiving paper statements instead of electronic ones for various reasons. They may find it easier to manage physical documents or have a personal preference for tangible records.
02
Those with limited internet access: People who have limited or no internet access may find it more convenient to receive paper statements rather than relying on online platforms. This can ensure they have access to their financial or account information without requiring an internet connection.
03
Individuals concerned about online security: Some people may have concerns about the security of their personal or financial information being transmitted electronically. Opting out of e-statements can provide peace of mind and reduce the risk of potential identity theft or data breaches.
04
Those who require physical records: Certain individuals, such as small business owners or individuals involved in legal proceedings, may need physical copies of their financial statements for record-keeping, auditing, or legal purposes.
05
Those with visual impairments: While e-statements may be convenient for many, individuals with visual impairments may find it challenging to access or read electronic documents. Opting for paper statements can ensure accessibility and ease of use for such individuals.
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What is opt-out e-statement form?
Opt-out e-statement form is a document that allows individuals to choose not to receive electronic statements for their accounts.
Who is required to file opt-out e-statement form?
Individuals who do not wish to receive electronic statements for their accounts are required to file opt-out e-statement form.
How to fill out opt-out e-statement form?
To fill out opt-out e-statement form, individuals need to provide their account details and indicate their preference for receiving paper statements.
What is the purpose of opt-out e-statement form?
The purpose of opt-out e-statement form is to allow individuals to choose how they receive statements for their accounts.
What information must be reported on opt-out e-statement form?
The opt-out e-statement form typically requires individuals to provide their name, account number, and signature.
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