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SENATOR FOUNDERS FUND / SENATOR INVESTMENT TRUST SENATOR INCOME FUND SUBSCRIPTION 1. INSTRUCTIONS Complete Subscriber Information Form (pages 16 & 17) Section A for Individual Investor(s)

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Who needs s u b s:

1. Individuals applying for certain government benefits or programs may need to fill out s u b s.
2. Employers may require their employees to fill out s u b s for tax purposes or to maintain accurate employee records.
3. Some financial institutions may also require customers to fill out s u b s as part of their account opening process or for compliance reasons.

Overall, anyone who is requested to provide specific personal, financial, or other relevant information may need to fill out s u b s. The exact requirements may vary depending on the specific situation or institution.

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What is s u b s?

s u b s stands for Substitute for Form W-2 and is used to report wages paid to an employee.

Who is required to file s u b s?

Employers who are unable to provide a Form W-2 to an employee must file s u b s instead.

How to fill out s u b s?

s u b s can be filled out online through the IRS website or using approved software.

What is the purpose of s u b s?

The purpose of s u b s is to ensure that employees still receive their wages even if they cannot obtain a Form W-2 from their employer.

What information must be reported on s u b s?

s u b s must include the employee's name, address, social security number, and wages paid.