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DocuSign Envelope ID: FA1CE44FE09B4F769CEBCE4FE5043901FormW9(Rev. October 2018) Department of the Treasury Internal Revenue ServiceIRequest for Taxpayer Identification Number and CertificationGive
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Ward Financial Group Inc. is a financial services firm that provides investment management, financial planning, and advisory services.
Individuals or entities involved in certain financial activities or transactions that fall under the jurisdiction of Ward Financial Group Inc. may be required to file.
To fill out Ward Financial Group Inc. forms, gather all necessary financial documentation, follow the guidelines provided by the firm, and ensure accuracy in reporting.
The purpose of Ward Financial Group Inc. is to offer comprehensive financial services, helping clients manage assets, achieve financial goals, and plan for the future.
The report must include client financial information, investment strategies, asset allocations, and compliance with regulatory requirements.
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