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Get the free Regular Application New Account - Hodges Funds

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Toll Free: 1-866-811-0224 www.hodgesfund.com Fund www.hodgescapital.co — Advisor Regular Application New Account Please do not use this form for IRA accounts. Mail to: Hodges Funds % US Ban corp
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How to fill out regular application new account

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How to fill out a regular application for a new account:

01
Gather all necessary documents and information.
1.1
Personal identification (e.g., passport, driver's license)
1.2
Social security number
1.3
Contact information (address, phone number)
1.4
Employment details (employer name, address, phone number)
1.5
Financial information (income, assets, liabilities)
02
Research and choose the financial institution where you want to open the account.
2.1
Consider factors such as fees, services offered, and reputation.
2.2
Visit the institution's website or visit a local branch to obtain the application form.
03
Carefully read and understand the instructions provided on the application form.
3.1
Pay attention to any sections that require additional documentation or signatures.
3.2
If you have any questions, contact the financial institution for clarification.
04
Fill in your personal information accurately.
4.1
Write your full name, date of birth, and social security number.
4.2
Provide your current address and contact details.
4.3
Include any previous addresses if requested.
05
Complete the employment information section.
5.1
Enter your current employer's name, address, and phone number.
5.2
Include details about your job position and length of employment.
5.3
Add previous employment history if required.
06
Provide your financial information.
6.1
Disclose your annual income, including any additional sources of income.
6.2
List your assets, such as savings, investments, or real estate.
6.3
Declare any outstanding debts or liabilities.
07
Review the application form for accuracy and completeness.
7.1
Double-check all the entered information.
7.2
Ensure that all sections and required fields are filled out.
7.3
Make any necessary corrections before signing.
08
Sign and date the application form.
8.1
Read the declaration statements carefully before signing.
8.2
Put your full signature and the date on the designated space.
09
Submit the completed application form to the financial institution.
9.1
If applying online, follow the instructions to submit the form electronically.
9.2
If applying in person, bring the form and any required documents to a branch.
10
Wait for the financial institution to process your application.
10.1
The processing time may vary, depending on the institution.
10.2
They may contact you for any additional information if needed.

Who needs a regular application for a new account?

01
Individuals who want to open a bank account, such as a checking or savings account, at a financial institution.
02
Small business owners who wish to establish a business account for their company's financial transactions.
03
Students who want to open a student account to manage their finances.
04
Anyone who is new to a bank or wants to apply for additional services offered by the institution.
Note: The specific requirements may vary between different financial institutions, so it's advisable to consult the institution or their website for precise instructions on filling out their application form.
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Regular application new account is a form or process used to apply for a new account with a business or organization.
Any individual or entity looking to open a new account with a business or organization is required to file a regular application new account.
To fill out a regular application new account, one must complete all required fields with accurate information and submit the form according to the instructions provided.
The purpose of regular application new account is to gather necessary information from individuals or entities looking to establish a new account.
Information such as personal or business contact details, identification documentation, financial information, and any other relevant details may need to be reported on a regular application new account.
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