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FACT FINDER Client First/Last Name Gender Marital Status Citizenship Driver\'s License # Issue Date DOB (mm/dd/YYY) Previous Marriages? Social Security # State Issued Expiration Gatehouse First/Last

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How to fill out fact finder

01

Gather all necessary personal information such as name, date of birth, address, and contact details.

02

Collect information about financial assets and liabilities, including bank accounts, investments, debts, and loans.

03

Provide details about insurance policies, including coverage amount and beneficiaries.

04

Document information about income sources, expenses, and budget.

05

Include any additional information or special circumstances that may be relevant to the financial planning process.

Who needs fact finder?

01

Individuals seeking financial planning advice.

02

Financial advisors and planners to understand client's financial situation and goals.

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What is fact finder?

Fact finder is a form used to collect information and data.

Who is required to file fact finder?

Any individual or organization required by law or regulation.

How to fill out fact finder?

Fact finder can be filled out electronically or manually, following the instructions provided.

What is the purpose of fact finder?

The purpose of fact finder is to gather specific information for analysis or decision-making.

What information must be reported on fact finder?

Information such as personal details, financial data, and relevant documents.

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