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Estate Planning Intake Form Clients Legal Name: (name most often used to title property and accounts)Also Known As: (other names used to title property and accountsPrefer to be called: Birth Date:SS#US
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The OFORMR Names Used To is a form used for reporting specific names associated with a business or entity for regulatory and compliance purposes.
Businesses, organizations, or individuals who operate under specific names different from their legal names are required to file the OFORMR Names Used To.
To fill out the OFORMR Names Used To, you must provide your legal business name, the names you are reporting, and any required identifying information as outlined in the form's instructions.
The purpose of the OFORMR Names Used To is to ensure transparency and maintain accurate records of the names under which a business operates, aiding in public awareness and regulatory oversight.
The information that must be reported includes the legal name of the business, any trade names or aliases used, addresses, and identifying numbers if applicable.
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