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Commercial Lending Application
Company, Trust, Partnership & Individuals
Broker Namely WriterBorrower NameAccount
numbers form is to accompanied by an Appendix 1 Individual Statement of Position (OA492b),
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How to fill out customer statement of position
How to fill out customer statement of position
01
Gather all necessary information related to the customer's account and transactions.
02
Begin by stating the customer's name, address, and contact information at the top of the form.
03
Provide a brief summary of the customer's account history and any relevant background information.
04
List out each transaction or issue that the customer is disputing or inquiring about, including dates, amounts, and descriptions.
05
Clearly state the customer's position on each item, providing any supporting documentation or evidence.
06
Conclude the statement with a summary of the customer's main concerns and desired resolution.
07
Make sure to review the completed statement for accuracy and clarity before submitting it to the appropriate party.
Who needs customer statement of position?
01
Customers who have a dispute or issue with their account or transactions.
02
Financial institutions, businesses, or legal entities that require documentation of a customer's position on a matter.
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What is customer statement of position?
Customer statement of position is a document that outlines a customer's financial position with a company.
Who is required to file customer statement of position?
Customers who have a financial relationship with a company are required to file a customer statement of position.
How to fill out customer statement of position?
Customers can fill out a customer statement of position by providing accurate and detailed information about their financial transactions with the company.
What is the purpose of customer statement of position?
The purpose of customer statement of position is to provide a clear and accurate representation of a customer's financial standing with a company.
What information must be reported on customer statement of position?
Information such as account balances, transactions, and any outstanding debts must be reported on a customer statement of position.
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