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Suncorp WealthSmart Proof of identity form Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958 ADSL 237905 RSE L0002059 Issued 30 November 2010 You can use this form to prove your identity

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How to fill out suncorp wealthsmart proof of

How to fill out Suncorp WealthSmart proof of?

01

Gather required information: Before starting, make sure you have all the necessary information ready. This may include your personal details, tax file number, financial statements, and any other relevant documents.

02

Download the form: Visit the Suncorp WealthSmart website or contact their customer service to obtain the proof of form. Most likely, it will be available in a downloadable PDF format.

03

Read the instructions: Take the time to carefully read and understand the instructions provided with the form. This will help ensure that you fill out the proof of correctly and provide all the required details.

04

Personal information: Begin by filling out your personal information accurately. This may include your full name, date of birth, address, contact details, and any other specifics as mentioned in the form.

05

Specify the purpose: Indicate the purpose for which you are filling out the proof of. This could be for opening an account, making a claim, or any other relevant purpose.

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Provide financial details: If required, provide your financial details such as your income, assets, liabilities, and investments. Make sure to include all relevant information as requested in the form.

07

Attach supporting documents: Check the form for any additional documents that need to be attached. This may include identification proofs, proof of address, financial statements, or any other supporting documents required for verification.

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Review and double-check: Before submitting the form, review all the information you have entered. Double-check for any errors or missing information. It is crucial to ensure the accuracy and completeness of the form.

Who needs Suncorp WealthSmart proof of?

01

Individuals opening an account: If you are opening an account with Suncorp WealthSmart, you may be required to submit a proof of form. This is to authenticate your personal and financial details and establish your eligibility for the account.

02

Customers making claims: During the claims process, Suncorp WealthSmart may request proof of documentation to support your claim. This could be related to insurance claims, investment claims, or other financial transactions.

03

Applicants for financial products: When applying for financial products such as loans or credit cards, Suncorp WealthSmart may require proof of information to assess your creditworthiness and determine the terms of the product.

In summary, filling out the Suncorp WealthSmart proof of requires gathering the necessary information, downloading the form, carefully reading the instructions, providing accurate personal and financial details, attaching any required supporting documents, and reviewing everything before submission. This form may be needed by individuals opening an account, customers making claims, and applicants for financial products.

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