Get Identification Record For A Signatory To An Account S

Filling out the Identification Record for a Signatory to an Account S online is an essential step for those looking to establish or manage an account. This guide provides a clear framework for completing the document efficiently and accurately.

Follow the steps to successfully complete the Identification Record.

1. Press the ‘Get Form’ button to access the Identification Record for a Signatory to an Account S and open it in your digital editing platform.
2. In Part A, provide the full name of the signatory, ensuring you include both the surname and given names without using initials.
3. Enter the account name or title in the next field. If this information is not available, leave it blank.
4. Input the account number, if known. Otherwise, you may leave this field blank as well.
5. Sign the form in the designated area, ensuring that this signature is made in the presence of an acceptable referee.
6. In Part B, detail the primary identification document being presented, selecting from options such as a birth certificate or passport. Ensure to complete the type of document, the name on it, and its document number.
7. If applicable, provide details of a secondary identification document by following the same format as the primary identification and including the name, document number, and issuing authority.
8. In Part C, fill out the name and occupation of the acceptable referee, followed by their address, state, and postcode.
9. Complete all necessary declarations in Part D, starting with how long the referee has known the signatory and any relevant names used during that period.
10. After confirming all fields are accurately filled, finalize the document. You can save your changes, download the file, print it, or share it as needed.

Take the first step now and complete your documents online.