Get Registration Form Individual

Completing the REGISTRATION FORM INDIVIDUAL is essential for managing your investment account effectively. This guide will take you through the necessary steps to fill out the form online, ensuring you provide accurate and complete information.

Follow the steps to fill out the registration form online.

1. Click ‘Get Form’ button to obtain the form and open it in your chosen editor.
2. Begin filling out the main titleholder’s information section. Enter your full name, date of birth, identification document number, gender, place of birth (city and country), nationality, and tax ID number (CPF). Be careful to enter each item accurately.
3. Provide parental information by filling out your father's and mother's names. Continue with your residential address, including the district, city, state, and zip code. Ensure all details match your official documents.
4. Indicate if you have a green card by choosing ‘Yes’ or ‘No’. If applicable, provide the number and expiration date.
5. Fill in your contact information, including home phone, cell phone, email, and any fax number.
6. Complete the co-titleholder’s information if applicable. You need to enter their full name, nationality, date of birth, tax ID number, and other relevant details the same way you did for your own information.
7. Specify your relationship with the co-titleholder and complete their corresponding address and contact details.
8. Decide on the mailing address. You can choose to use the residential address mentioned above or provide an alternative.
9. Proceed to fill in the bank accounts for settlement purposes. Ensure the number of accounts matches what is declared in the previous sections.
10. Fill out the financial information regarding your monthly income and asset values to help with compliance analysis.
11. Review the general conditions and ensure you understand each section. Your electronic signature is necessary to authenticate your consent.
12. Finally, save your changes, then download, print, or share the form as needed. Ensure you keep a copy for your records.

Complete your documents online now to manage your investments with ease.