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Get Advisor Registry Consent Form
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How to fill out the Advisor Registry Consent Form online
This guide provides clear and concise instructions on filling out the Advisor Registry Consent Form online. By carefully completing this form, you can ensure that you meet the eligibility requirements to serve as an Advisor.
Follow the steps to complete the form successfully.
- Press the ‘Get Form’ button to acquire the Advisor Registry Consent Form and open it in your preferred editor.
- Enter the last four digits of your Social Security Number in the designated field.
- Provide your email address clearly in the specified area to ensure proper communication.
- Fill in your full name in the name section, ensuring accuracy and completeness.
- Complete your mailing address, including street address, city, state, and ZIP code.
- Input your home and work telephone numbers in the provided fields. Ensure the formats are correct for effective reach.
- Select the applicable specialization(s) by checking the appropriate boxes: Center-Based Preschool, Infant/Toddler, Family Child Care, Home Visitor.
- Verify that you meet the qualifications by checking the respective boxes under sections A, B, and C, and specify the language if applicable.
- Indicate whether a waiver request is attached by checking 'Yes' or 'No' and ensure your résumé is attached.
- Read and acknowledge the statement regarding permission for the Council to release your contact details to CDA Candidates by signing and dating the form.
- Review all entries for accuracy before saving your changes or downloading the completed form.
- Once verified, you can choose to print, download, or share the completed form as per your requirement.
Complete your Advisor Registry Consent Form online today to take the next step in your professional journey.
This Form must be completed by investment advisers that have custody of client funds or securities and that are subject to an annual surprise examination. This Form may not be used to amend any information included in an investment adviser's registration statement (e.g., business address).
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