Get Information Request Form

Filling out the Information Request Form is a crucial step in ensuring that your financial and tax matters are properly addressed. This guide will provide clear and concise instructions to help you navigate each section of the form effectively.

Follow the steps to complete the form with ease.

1. Click 'Get Form' button to obtain the form and open it in your preferred editor.
2. Begin by entering your client information in the highlighted fields. Provide your full name, email address, cell phone number, work phone number, and your complete address, including city, state, and ZIP code.
3. Proceed to fill in the financial advisor information. Include their name, email address, work phone number, and mailing address.
4. Review the method of submission for the completed form. Choose your preferred method: email, fax, or mail, and ensure you include all specified documents with your submission.
5. For each of the required documents, ensure that you scan or include copies of the last two years of personal and business tax returns. Be sure to include any additional information requested.
6. Complete the additional information request form, answering all fields related to your business and personal tax situation. Use numerical values where specified, and provide approximate answers where exact figures are not necessary.
7. After completing all fields, review your input for accuracy. Make sure all highlighted fields are filled out correctly.
8. Once you have verified your information, save any changes to the form. You can then download, print, or share the form as needed.

Take the next step in managing your financial documents by completing the Information Request Form online today.