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NEW PATIENT INFORMATION Date: PATIENT First Name: Marital Status: Last Name: Sex: M F Street Address: City: State/Zip Code: Social Security Number: Date of Birth: Home Phone: () Cell Phone: () Place
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Getting to know you is a process or document used to collect important personal and financial information about individuals for identification and compliance purposes.
Individuals and entities that are involved in certain financial transactions or engagements, as determined by regulatory requirements, are required to file getting to know you.
To fill out getting to know you, individuals should provide all requested personal and financial information accurately in the designated fields of the form.
The purpose of getting to know you is to ensure proper identification and compliance with legal and regulatory requirements, thereby preventing fraud and other financial crimes.
Information such as personal identification details, financial history, and related documentation must be reported in the getting to know you form.
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