Get Basic Client Information

Filling out the Basic Client Information form online can seem challenging, but with the right guidance, it becomes a straightforward process. This guide will provide you with comprehensive instructions to ensure you complete each section accurately and efficiently.

Follow the steps to successfully complete the Basic Client Information form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with Part A: Name and Address. Enter your full name as it appears on your identification documents. If you have used any other names in the past eight years, indicate this by selecting 'Yes' and providing those names.
3. Provide your primary contact information, including your home, work, and cell phone numbers, as well as your email address.
4. Fill in your Social Security number and driver's license number along with its expiration date and state of issuance.
5. Enter your date of birth and complete your residential address details, including city, state, zip, and county.
6. Answer whether you have lived at this address for at least 180 days and then for at least 730 days. If 'No' for either, list your previous address.
7. If you have a different mailing address, please provide that information as well.
8. Move on to Part B: Name and Address of Spouse. Fill in your spouse’s information if applicable, including their name, any past names, and contact details.
9. Continue to Part C, detailing prior and/or pending bankruptcy cases, if any. Specify if you filed a bankruptcy case in the last eight years and provide necessary details.
10. In Part D, indicate whether you own property that poses a risk to public health or safety.
11. Complete Part E regarding tenants of residential property and any landlord judgments against you.
12. End with Part F by providing information on any timeshare or vacation properties you may own, including related loan details.
13. After filling out all sections, review your entries carefully. Once everything is complete, you can save your changes, download a copy, print the form, or share it as needed.

Start filling out your Basic Client Information form online today to ensure accurate and efficient completion of your application.