Get Exhibit 198 Instructions For Use And Completion Of All Model Forms

This guide provides comprehensive instructions to assist you in filling out the Exhibit 198 model forms accurately and efficiently online. By following these steps, users will ensure their forms are completed properly and are ready for submission.

Follow the steps to fill out the form online effortlessly.

1. Click the ‘Get Form’ button to obtain the form and access it in your preferred editing tool.
2. Begin by entering the date of the last revision in the upper right corner of the first page. Use minimum 8-point font, for example, 'rev. July 2023'.
3. In the title section, specify the name of the financial institution or the group of institutions providing the notice as needed.
4. Complete the 'What?' box by listing five types of personal information collected and shared, ensuring to include 'Social Security number' in the first bullet.
5. Fill out the disclosure table on the first page, noting the reasons for sharing personal information, along with 'Yes' or 'No' responses about sharing and the corresponding opt-out options.
6. If applicable, include the 'To limit our sharing' section, providing instructions for how consumers can opt out through various methods, such as telephone or online.
7. Insert customer service contact information in the 'Questions' box to assist users seeking help.
8. On the second page, customize the FAQs and definitions sections, ensuring all required content is included and properly formatted.
9. Review the entire form to ensure all sections are accurately completed and formatted according to the specified guidelines.
10. Once completed, save your changes, and consider downloading, printing, or sharing the form as necessary.

Start filling out the required documents online now to ensure compliance and clarity in your communications.