Get Customer Details Form

Filling out the Customer Details Form online is a straightforward process that requires accuracy and attention to detail. This guide will walk you through each section of the form to ensure you complete it correctly and efficiently.

Follow the steps to fill out the Customer Details Form

1. Click the ‘Get Form’ button to access the form and open it in your preferred editor.
2. In Section 1, verify the accuracy of your National Insurance number and date of birth. If any discrepancies are present, please make the necessary corrections.
3. Proceed to Section 2, where you will provide your employment information. Select whether you are employed, self-employed, or not in employment. For employed individuals, include your employer’s PAYE reference number, employer's name and address, employment start date, branch number, and postcode.
4. In Section 3, complete the Benefits Office Confirmation or Third Party Declaration if prompted by the Evidence Information Sheet. Ensure that a representative from the Benefits Office signs and stamps the form if applicable, or have the third party confirm their support details.
5. Move to Section 4 to update any personal details that may have changed. Fill in your title, forename(s), surname, contact numbers, email address, and full address, including postcode.
6. In Section 5, you must sign and date the Customer Declaration to confirm that all information provided is accurate. Without your signature, the form cannot be processed.
7. Finally, review the completed form for any errors before saving your changes. You can download, print, or share the form as needed.

Complete your Customer Details Form online today to ensure your details are up to date.