Get Source Of Wealth Form

Completing the Source Of Wealth Form online is an essential step for users seeking to establish their financial profile. This guide provides clear, step-by-step instructions to ensure that you fill out the form accurately and comprehensively.

Follow the steps to fill out the Source Of Wealth Form online.

1. Click ‘Get Form’ button to access the Source Of Wealth Form and open it for editing.
2. Provide your identification details. This includes your name, role (individual or assured entity), and your identification number, passport number, or company registration number. Ensure all details are accurate.
3. Estimate your net worth by filling in the amounts for your annual income, fixed assets, business profits, savings, investments, and any other relevant sources. Sum these to get your total assets.
4. List your liabilities, including outstanding long-term and short-term loans. Ensure to provide clear amounts for each category.
5. Indicate how you derive your source of wealth. You can select multiple options from employment income, savings, inheritance, or others that apply.
6. Provide further details on your selected sources of wealth from the previous step, if necessary. This will help to clarify the origin of your assets.
7. Review all information entered in the form to ensure it is accurate and complete. This is crucial as it forms part of your insurance or investment application.
8. Sign and date the form in the declarations section, confirming that the information provided is true and complete.
9. Once you have filled out and signed the form, you can save the changes, download a copy for your records, print it, or share it as needed.

Start filling out your Source Of Wealth Form online today!