Get Pre Interview Form

Filling out the Pre Interview Form online can streamline your preparation for the interview process. This guide will walk you through each section of the form to ensure you provide accurate and helpful information.

Follow the steps to complete the Pre Interview Form efficiently

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by entering your last name, first name, and any previous names in the designated fields to establish your identity.
3. Fill in your middle name(s) if applicable, followed by your address and postcode. Ensure the details are accurate and current.
4. Provide your phone numbers, including both home and work contacts. Include your date of birth in the specified format.
5. Specify your marital status by selecting the appropriate option from the provided choices.
6. Enter your email address, which will be used for communication regarding the interview.
7. Detail your occupation to give context about your professional background.
8. If applicable, fill in your spouse or partner's information, including their last name, first name, and previous name.
9. Indicate if you are married more than once and provide similar details for your partner, such as their middle name(s) and contact details.
10. List the details of any children from your current relationship, including their full names, addresses, and birth dates. Attach a separate list if more space is needed.
11. Repeat the previous step to include information about children from prior marriages or relationships.
12. Mention other beneficiaries such as parents or siblings, providing their full names, addresses, and birthdates where applicable.
13. Indicate whether you have an Enduring Power of Attorney and provide the relationship and birth date of the attorney if applicable.
14. Proceed to the section regarding your assets. Start with real estate, specifying details including address and title reference number.
15. Continue detailing your assets such as real estate, motor vehicles, bank accounts, and superannuation. Include values and relevant specifics.
16. If applicable, detail any sundry liabilities and include the name of your tax agent or financial adviser.
17. Review all sections of the form for accuracy and completeness. Ensure you complete both sides of the form.
18. Once completed, save your changes, download the form, print it, or share it as needed.

Complete your Pre Interview Form online today to ensure a seamless interview process.