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Legendary Journeys
RESERVATION PACKET
Thank you for choosing Legendary Journeys! We understand that you have a wide
array of travel companies to choose from, and we appreciate you choosing us for
your
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How to fill out client information packet revised:
01
Begin by gathering all the necessary documents and forms required for the client information packet revised.
02
Carefully read through the instructions provided in the packet to ensure you understand the requirements.
03
Start by filling out the personal information section, including the client's full name, address, contact details, and any other requested information.
04
If the packet includes a section for employment information, provide accurate details about the client's current job or occupation.
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Fill out any sections related to financial information, such as income, expenses, and assets. Ensure that all the information provided is up-to-date and accurate.
06
If there is a section for medical information, provide details about any relevant medical conditions, medications, or allergies that the client may have.
07
Review the completed packet thoroughly to ensure all sections have been filled out correctly and completely.
08
Make copies of the completed packet for your records and submit the original to the designated recipient or organization.
Who needs client information packet revised:
01
Individuals who have previously filled out a client information packet and need to update their information.
02
Clients who have experienced significant life changes, such as a change in address, employment, or financial status that necessitates revising their information.
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