Get Relationship Disclosure Form - Ilife Financial Management

The Relationship Disclosure Form is essential for documenting the relationship between an employee and a client in the context of financial management. This guide provides clear instructions to help users fill out the form accurately and efficiently online.

Follow the steps to complete the Relationship Disclosure Form online.

1. Click ‘Get Form’ button to access the Relationship Disclosure Form and open it in the chosen editing environment.
2. Begin by entering your name in the designated 'Employee Name' field. Ensure that it is spelled correctly as it will be used for official records.
3. Next, input the 'Client Name' in the specified field. This should also be accurate to avoid any issues.
4. Read through the relationship options carefully. Check only one box that corresponds to your legal relationship with the client. For example, if you are the client’s grandchild, mark the 'Grandchild' option.
5. Circle either 'Yes' or 'No' in response to the question regarding whether the client lives in your home. This is important for compliance with the relevant regulations.
6. Both the employee and the client must sign and date the form at the bottom to validate the information provided. Ensure that signatures are clear and date entries are correct.
7. Once all fields are completed, you can save changes to the form. Following this, you may choose to download, print, or share the completed form as needed.

Complete your documents online today to ensure accurate and timely processing.