Get Joseph Kozlovac Form

Filling out the Joseph Kozlovac Form is an essential step for individuals seeking registration as a permitted individual in the securities industry. This guide provides clear, step-by-step instructions to help you navigate through each section of the form online, ensuring a smooth application process.

Follow the steps to complete your form accurately and efficiently.

1. Click the ‘Get Form’ button to obtain the form and open it in your browser. Ensure that you have a reliable internet connection to avoid interruptions.
2. Begin with Item 1, where you will enter your legal name. Provide your last name, first name, and any applicable second name, along with your NRD number if you have one.
3. In Item 2, fill out your residential address. List your current and previous addresses for the past 10 years, including telephone numbers and the duration of your stay at each address. Include a mailing address if it differs from your residential address.
4. Proceed to Item 3, where you will provide your personal information, including your date and place of birth, gender, eye color, hair color, height, and weight.
5. In Item 4, provide your citizenship information. Specify your country of citizenship and include any passport details if applicable.
6. Complete Item 5 by indicating if you are filing under the passport system for registration. Check the jurisdictions where you are seeking registration.
7. For Item 6, refer to Schedule C and choose the specific individual categories for which you are seeking registration or review.
8. In Item 7, provide the address for service in each province or territory where you are submitting this form. You may also list an agent for service if appointed.
9. Proceed to Item 8, which requires you to list any courses or examinations relevant to your registration. Complete Schedule E if necessary.
10. Continue completing Items 9 through 22, ensuring to answer all questions honestly and accurately. Attach any additional schedules (A through N) as needed based on your responses.
11. Once you have completed the form, review all entries for accuracy. Save your changes, and follow the submission instructions for your jurisdiction to finalize your application.

Take a proactive step in your career by completing your documents online today!