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Account Information sheet. Please complete this form and fax to 644-3205.Download free client information forms and templates in Excel, Word, Google Sheets, Google Docs, and PDF formats. Additional information may be required to complete your transaction. Please print and complete this form. Once you have completed the form you will need to bring it to one of our convenient locations to finish the process. Instructions for entering details into the Bank Account Information form. Please look at each section and complete where appropriate. Instructions for entering details into the Bank Account Information form. Please look at each section and complete where appropriate.