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OFFICIAL USE ONLY CIF #: Date opened: Branch:CUSTOMER INFORMATION FORM BUSINESSPlease review the information below and indicate correctness and acceptance by signing in the space(s) provided below.*
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It is a form used to provide information about a client.
Any individual or organization that has a client relationship.
Simply follow the instructions on the form and provide accurate information about the client.
The purpose is to collect necessary information to better serve the client's needs.
Personal and contact information, financial details, and any relevant background information.
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