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CUSTOMER INFORMATION SHEET
Individual
PERSONAL INFORMATION
Name *Preferred Name *
Titles Name Date of Birth (mmddyyyy) *First NameMiddle Nameplate of Birth (Town|City, Province, Country) *Nationality/Country
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How to fill out preferred name
How to fill out preferred name
01
Open the preferred name form
02
Provide your legal name in the first field
03
Enter your preferred name in the second field
04
Double-check the spellings and ensure it is correct
05
Submit the form
Who needs preferred name?
01
Preferred name is needed by individuals who wish to use a name other than their legal name in official documents or interactions.
02
Examples include transgender individuals, individuals who have changed their name for personal preferences, or individuals who have a preferred nickname.
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What is preferred name?
The preferred name is an official name selected by an individual or organization that is different from the legal name, often used for identification or communication purposes.
Who is required to file preferred name?
Entities such as corporations, LLCs, and certain individuals, particularly those doing business under a name that is not their legal name, are required to file a preferred name.
How to fill out preferred name?
To fill out a preferred name, complete the designated form provided by the relevant authority, including the preferred name, legal name, and any required identification information.
What is the purpose of preferred name?
The purpose of a preferred name is to allow individuals and organizations to conduct business or identify themselves under a name that is more recognizable or relevant to their activities.
What information must be reported on preferred name?
Information that must be reported typically includes the preferred name, legal name, business address, type of business, and sometimes additional identifiers like tax ID numbers.
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