Get New Client Setup Application - Nationwide Legal

Completing the New Client Setup Application with Nationwide Legal is a vital step in accessing their services. This guide provides clear instructions to help you accurately fill out the application online and ensure a smooth onboarding process.

Follow the steps to accurately fill out the application.

1. Click ‘Get Form’ button to access the application and open it in the editor.
2. Enter the date in the appropriate field at the top of the form. This helps in tracking the application timeline.
3. Provide the sales person's name in the designated section to ensure proper account management.
4. Fill in your business name and physical address, ensuring that the city, state, and zip code are correctly noted.
5. Enter the main telephone number and facsimile number for your business to maintain communication.
6. Complete the mailing address section if it differs from the physical address, including specific city, state, and zip.
7. Designate a contact person along with their title and email address for further correspondence.
8. Input your tax identification number or social security number in the required field for financial processing.
9. Provide your bank information by stating the bank name, routing number, and account number for billing purposes.
10. In the Accounts Payable Contact Information section, enter the contact person's name, mailing address, city, state, zip code, telephone number, facsimile number, and email address.
11. Indicate the business type by selecting the appropriate option from the provided choices (e.g., corporation, partnership, etc.).
12. List any relevant business references, including their name, phone number, city, state, and key contact person to facilitate networking.
13. Carefully review the terms and conditions outlined in the application to understand your responsibilities and limitations.
14. Sign and print your name and title at the bottom of the application to confirm your acceptance of the terms.
15. Finally, save your changes, and download or print the form as needed before submitting it through email.

Complete your NEW CLIENT SETUP APPLICATION online today to access our services.