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SALARY SACRIFICE ILLUSTRATION Last Updated 26/03/2020 V1.00.92 Offshore SCHEME NAME: Tax Year 2020/2021 CLIENT NAME: DOB CLIENT IS AGE AT START OF TAX YEAR: date of birth IS THE CLIENT IN RECEIPT

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How to fill out clients age at start

01

Start by getting the necessary information from the client.

02

Ask the client for their date of birth.

03

Calculate the client's age at the start of the desired time period.

04

Enter the client's age at start in the appropriate field or form.

05

Double-check the accuracy of the entered information before finalizing it.

Who needs clients age at start?

01

Organizations or institutions that require demographic data of clients may need clients' age at start.

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Insurance companies might need clients' age at start to calculate premiums or determine eligibility.

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Healthcare providers may need clients' age at start to assess medical history and treatment options.

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What is clients age at start?

Clients age at start refers to the age of the individual when they begin a specific process or program, typically relevant in financial, healthcare, or insurance contexts.

Who is required to file clients age at start?

The client or their legal representative is typically required to file the client's age at start, depending on the context of the filing.

How to fill out clients age at start?

To fill out the client's age at start, you should enter the exact age in years at the beginning of the relevant process or program, usually as of a specific date.

What is the purpose of clients age at start?

The purpose of filing clients age at start is to establish a baseline for eligibility, benefits, or premiums associated with services, plans, or policies.

What information must be reported on clients age at start?

The information that must be reported includes the client's date of birth, exact age at the start of the relevant process, and potentially other identification details.

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