Get Account Information Form

Filling out the Account Information Form online is a straightforward process that ensures you provide all required details for account creation. This guide will take you through each section of the form, allowing for a comprehensive and efficient completion.

Follow the steps to complete the form successfully:

1. Click ‘Get Form’ button to obtain the form and access it in the online editor.
2. Begin with the selection of the account type by indicating whether it is an individual, joint, or other account. Clearly mark your choice.
3. Fill in the account number in the designated field, ensuring accuracy in your entry.
4. Provide personal information for the primary account holder first. This includes last name, first name, middle name, gender, civil status, date of birth, place of birth, citizenship, contact numbers, email address, and residential address.
5. If applicable, complete the section for the secondary account holder with the same details as required for the primary holder.
6. In the additional information section, indicate employment status and provide a Tax Identification Number (TIN) or a Social Security System (SSS) / Government Service Insurance System (GSIS) number for both account holders.
7. Complete the disclosures concerning corporate affiliations and other broker accounts. Specify companies and provide consent letters as necessary.
8. Provide details regarding financial and investment profiles, including annual income, sources of income, assets, net worth, and investment experience for both account holders.
9. Fill in the mailing information to receive invoices, monthly statements, and other communications via electronic mail.
10. Enter customer bank account details, including the bank account name, number, bank name, and address.
11. Review the information provided to ensure accuracy, sign the form, and date it for submission.
12. Finally, save your changes, and download or print the completed form as required.

Start completing your forms online today for a seamless account setup experience!