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Getting You Started We look forward to a long and mutually prosperous relationship. Allan Dawes, President 1. ACCOUNT SETUP / PAYMENT ? Submit a Credit Application or a ? Credit Card Authorization:
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Complete account setup documents are the required paperwork and information needed to establish a new account or update an existing account.
Any individual or entity looking to open a new account or make changes to an existing account is required to file complete account setup documents.
Complete account setup documents can typically be filled out online or in person, following the instructions provided by the financial institution.
The purpose of complete account setup documents is to gather necessary information about the account holder(s) and comply with regulatory requirements.
Complete account setup documents may require personal information such as name, address, social security number, date of birth, and financial information.
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