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GOLDEN BENEFICIAL SECURITIES CORPORATION MEMBER FINRA, SIPC, NYSE/AREA, MSB NEW ACCOUNT APPLICATION PACKAGE In order to serve you better, and to comply with securities regulations, please provide

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How to fill out new account application package

How to fill out a new account application package:

01

Begin by gathering all necessary documents and information. This may include identification documents, proof of address, and financial information.

02

Read through the instructions and requirements carefully to ensure you understand what is needed.

03

Start by providing your personal information, such as your full name, date of birth, and contact details. Be sure to double-check your details for accuracy.

04

If applicable, provide your employment information including your current occupation, employer's name, and contact information.

05

Proceed to fill out the section related to your financial information. This may include details about your income, assets, and liabilities.

06

Provide any additional information or documentation required for specific types of accounts, such as a joint account or business account.

07

Review all the information you have entered to ensure it is accurate and complete. Make any necessary corrections or additions.

08

Sign and date the application form as required. Some applications may require additional signatures, so make sure to follow the instructions provided.

09

Gather any supporting documentation and ensure they are included in the application package.

10

Finally, submit the completed application package to the designated address or contact person as instructed.

Who needs a new account application package?

01

Individuals who wish to open a new bank account, whether it is a checking account, savings account, or other types of accounts, will need a new account application package.

02

People who want to apply for a credit card or other financial products from a bank or financial institution may also require a new account application package.

03

Businesses or organizations that want to open a new business account or apply for a business loan may need a specific type of new account application package tailored to their needs.

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What is new account application package?

The new account application package is a set of forms and documents that need to be filled out and submitted when opening a new account with a financial institution.

Who is required to file new account application package?

Any individual or entity looking to open a new account with a financial institution is required to file a new account application package.

How to fill out new account application package?

To fill out the new account application package, you will need to provide personal information, account details, and any required documentation as requested by the financial institution.

What is the purpose of new account application package?

The purpose of the new account application package is to collect all necessary information about the account holder and the account being opened in order to comply with regulatory requirements and ensure the security of the account.

What information must be reported on new account application package?

The new account application package typically requires information such as name, address, date of birth, social security number, and source of funds for the account being opened.

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