Get Global Intake

This guide provides clear, step-by-step instructions on how to effectively complete the Global Intake form online. Designed for both experienced users and those new to the process, this guide will help ensure that your submission meets all necessary requirements.

Follow the steps to successfully complete the Global Intake form.

1. Press the ‘Get Form’ button to obtain the Global Intake form. Once clicked, the document will open, allowing you to begin the completion process.
2. Start by filling in the seller transaction code. This field is mandatory and must contain a unique identifier for your transaction.
3. Ensure the document is printed on official seller letterhead, as this is a requirement for all submissions.
4. Input the date at the top of the form. Make sure to use the current date to ensure your submission remains valid.
5. Fill out the compliance package section. This includes your name, signature, and passport details, ensuring all information is accurate.
6. Complete the client information sheet in full, using 'N/A' for non-applicable fields to indicate they do not pertain to you.
7. Gather required documents such as proof of ownership, identification, photographs of the bonds, and any necessary attorney attestations.
8. Review all sections for completeness and ensure all required signatures are provided in wet blue ink only.
9. Save your changes. You can also download, print, or share the completed form as needed.

Begin filling out the Global Intake form online to ensure a smooth submission process.