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Sections 1, 2, 3, 4 and 6 must be read and completed for all applications. Section 5 is an optional service. Section 7 must be completed by SEI Private Trust Company. If you are a BrokerDealer, please

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1. To fill out and be completed by SEI, follow these steps:
2. Start by accessing the SEI form. It can usually be found on the official SEI website or provided by the relevant institution.
3. Read the instructions carefully. Each section of the form may have specific requirements or guidelines for completion.
4. Begin filling out the form using the designated fields or spaces provided. Make sure to provide accurate and complete information.
5. Use clear and concise language when answering questions or providing necessary details.
6. Double-check your entries for any errors or incorrect information.
7. If required, attach any supporting documents or evidence mentioned in the instructions.
8. Review the completed form once again to ensure everything is filled out correctly and all necessary sections are completed.
9. Sign and date the form as required.
10. Submit the completed form to the designated authority or institution as instructed.

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1. SEI forms may be needed by individuals who fall under certain criteria or circumstances. The exact requirements may vary depending on the specific purpose of the SEI form. It is advisable to refer to the instructions or contact the relevant institution to determine who needs to complete the SEI form. Common scenarios where individuals may need to complete SEI forms include job applications, educational applications, research proposals, grants or funding requests, and legal or government-related documentation.

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