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Personal Information It would be helpful to have this filled out prior to our appointmentClient Information Name Preferred Name (First)Birth date / / Month Day Year(Last)Age Cell Phone () Email Spouse/Other

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What is it?

It refers to a specific document or form that needs to be completed and submitted for regulatory or tax purposes.

Who is required to file it?

Individuals or entities whose financial activities fall within certain thresholds or criteria set forth by the governing authority are required to file it.

How to fill out it?

To fill it out, follow the guidelines provided on the form, ensuring all required fields are completed accurately and according to the instructions.

What is the purpose of it?

The purpose of it is to report financial information to the relevant authority for compliance, regulatory oversight, or taxation.

What information must be reported on it?

It may require reporting of income, expenses, deductions, and other financial details as specified by the filing guidelines.