Illinois New Client Questionnaire

State:
Multi-State
Control #:
US-PI-0232
Format:
Word; 
Rich Text
Instant download

Description

This form is a questionaire to be provided to all new clients to assist the attorney in gathering information regarding the client and his or her claim.
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How to fill out New Client Questionnaire?

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FAQ

Electronically - Go to our website at MyTax.illinois.gov, scroll down to the section titled "Identity Verification", select the Identity Verification Documents link, enter your Letter ID, and follow the instructions. Note: Submitting your information electronically will result in a quicker and more secure process.

Verify using Self-Service When choosing how to verify your identity, select Self-Service. Follow the prompts to upload your US driver's license or state ID, or select Change Document to upload a passport or passport card. Learn how to take photos of your documents. Take and submit a video selfie.

To activate your MyTax Illinois account, you must go to mytax.illinois.gov, click "Sign Up," and complete specific information about yourself and your company.

We will send you a security code, a security enhancement to help protect your account. When you first set up two-step verification, you can choose to receive this code by email to an address you provide or by using an authenticator app.

REG-1 - Illinois Business Registration Application.

When you first set up two-step verification, you can choose to receive this code by email to an address you provide or by using an authenticator app.

You can verify your identity through the ABE.Illinois.gov website. If you have not tried to verify your identity through ABE, please select the Green "Manage My Case" button, login to your ABE account, and complete the process.

To respond through MyTax Illinois, simply login to your existing account or create a new account at mytax.illinois.gov. Note: Activate your MyTax Account within 90 days of the date on your letter or notice. After this time period, you will be required to request a new Letter ID to activate your account.

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Illinois New Client Questionnaire