Printable Customer Information Form – Fill Out and Use This PDF

The Printable Customer Information Form is a useful tool for keeping track of your customer data.

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Printable Customer Information Form PDF Details

A printable customer information form is an important document to have on hand for your business. This form allows you to collect the necessary information from customers, such as name, address, and contact information. Having this information in a central location makes it easy to keep track of your customers and stay in touch with them. You can also use this form to record any transactions that take place between you and the customer. For example, if you are providing services or selling products to the customer, you can note those details on the form. having a printable customer informationform is a great way to make sure that your business runs smoothly and efficiently. You can find free templates for printable customer information forms online.

This quick guide will let you determine how much time it will take you to complete printable customer information form, how many pages it's got, and a few other specific specifics of the form.

Question	Answer
Form Name	Printable Customer Information Form
Form Length	3 pages
Fillable?	Yes
Fillable fields	135
Avg. time to fill out	27 min 49 sec
Other names	pdffiller customer service number, pdffiller phone number, pdf filler customer service number, pdf filler phone number

12

Form Preview Example

CITISECONLINE.COM, INC.

2401-B East Tower, Philippine Stock Exchange Centre

Exchange Road, Ortigas Center, Pasig City, 1605 Philippines

Customer Service Hotline (632) 6-333-777

Fax Number (632) 636-3512

CUSTOMER ACCOUNT INFORMATION FORM

(Form must be completely filled up)

ACCOUNT NUMBER:

_________________

√ Affix your signature where required

(to be filled by CitisecOnline)

PLEASE WRITE CLEARLY IN BLOCK CHARACTERS

Individual

Joint Or

Joint And

Others

__________________________

INFORMATION ABOUT THE PRIMARY ACCOUNT HOLDER

Name

Last

First

Middle

Gender

Civil Status

Male

Female

Single

Married

Widowed

Separated

Name of Spouse (if applicable)

Number of Dependents (if applicable)

Date of Birth (month/day/year)

Place of Birth (town/province/city)

Citizenship

Filipino

Other ______________________

Tel No/ Mobile No (including country code and area code)

Email Address

Facsimile No (Including country and area code)

Residential Address (no, street, town/district, city/province, postal/zip code, country)

Educational Background

Employment Status

Primary

Secondary

Tertiary

Employed

Self-Employed

Unemployed

Post Graduate

Other _________________

Retired

Other _________________

Tax Identification Number

SSS or GSIS Identification Number

Name of Employer/Name of Business (if Owned)

Nature of Business

Office Tel No/Fax No (+ country code and area code)

Years with employer/Years of Business (if Owned)

Employer Address / Business Address (no, street, building,town/district, city/province, postal/zip code, country)

page 1 of 3

FINANCIAL AND INVESTMENT PROFILE

Liquid Net Worth (in Php)

Total Net Worth (in Php)

Annual Income (in Php)

< 500,000

< 1 Million

< 500,000

< 1 Million

< 250,000

< 500,000

< 5 Million

< 10 Million

< 5 Million

< 10 Million

< 750,000

< 1 Million

Over 10 Million

Over 10 Million

Over 1 Million

Primary Source of Income

Approximate Amount of Capital Available for

Risk Tolerance

Salary

Retirement

Investment (in Php)

Aggressive

Investment

Others

Moderate

Business

Conservative

Investment Objectives

Investment Experience

Investment Knowledge

List 1 to 4 in order of priority

Capital Preservation

None

None

Long Term Investment

Limited

Limited

Growth

Good

Good

Speculation

Extensive

Extensive

DISCLOSURES

Are you a corporate officer or director, or do you own 10% or more of a PSE listed or publicly held Company?

No

Yes (specify name) ________________________________________

Are you an officer or employee of another Borker/Dealer?

No

Yes (specify broker and present consent letter by employer) ______________________

Do you have an account(s) with other stockbrokerage firms or mutual fund companies?

No

Yes (specify name) ________________________________________

INFORMATION ABOUT THE SECOND ACCOUNT HOLDER

Name

Last

First

Middle

Gender

Civil Status

Male

Female

Single

Married

Widowed

Separated

Name of Spouse (if applicable)

Number of Dependents (if applicable)

Date of Birth (month/day/year)

Place of Birth (town/province/city)

Citizenship

Filipino

Other __________________

Tel No/ Mobile No (+ country code and area code)

Email Address

Facsimile No

Residential Address (no, street, town/district, city/province, postal/zip code, country)

Educational Background

Employment Status

Primary

Secondary

Tertiary

Employed

Self-Employed

Unemployed

Post Graduate

Other _____________

Retired

Other _________________

Tax Identification Number

SSS or GSIS Identification Number

Name of Employer/Name of Business (If Owned)

Nature of Business

Office Tel No/Fax No (+ country code and area code)

Years with Employer /Years of Business (If Owned)

Employer Address/ Business Address (no, street, building,town/district, city/province, postal/zip code, country)

page 2 of 3

FINANCIAL AND INVESTMENT PROFILE

Liquid Net Worth (in Php)		Total Net Worth (in Php)		Annual Income (in Php)
< 500,000	< 1 Million	< 500,000	< 1 Million	< 250,000	< 500,000
< 5 Million	< 10 Million	< 5 Million	< 10 Million	< 750,000	< 1 Million
Over 10 Million		Over 10 Million		Over 1 Million
Primary Source of Income		Approximate Amount of Capital Available for		Risk Tolerance

Salary

Retirement

Investment (in Php)

Aggressive

Investment

Others

Moderate

Business

Conservative

Investment Objectives

Investment Experience

Investment Knowledge

List 1 to 4 in order of priority

Capital Preservation

None

None

Long Term Investment

Limited

Limited

Growth

Good

Good

Speculation

Extensive

Extensive

DISCLOSURES

Are you a corporate officer or director, or do you own 10% or more of a PSE listed or publicly held Company?

No

Yes (specify name) ________________________________________

Are you an officer or employee of another Borker/Dealer?

No

Yes (specify broker and present consent letter by employer) ______________________

Do you have an account(s) with other stockbrokerage firms or mutual fund companies?

No

Yes (specify name) ________________________________________

MAILING AND COMMUNICATION INSTRUCTIONS

Confirmation of invoices and other notices will be sent thru Email/Electronic Delivery

Email Address

Facsimile No (+country and area code)

CUSTOMER BANK ACCOUNT DETAILS

Bank Account Name

Bank Account Number

Bank Name and Branch Address (pls indicate complete name and address)

APPLICATIONREQUIREMENTS AND INSTRUCTIONS

* Minimum cash/check deposit of P25,000 made payable to CitisecOnline.com Inc.

* Photocopy of at least two (2) acceptable indentification (please present original for verification)

- Passport, Phil. Drivers Liscence, SSS ID, Credit Card (w/Pic), Birth Certificate, Company ID (w/Pic) or other government accepted IDs

For Non-Filipinos residing in the Philippines, include a photocopy of current visa, alien certificate of registratiion (ACR) and proof of government permission to engage in business / employment; validity period of work permit must be at least one year from its date of issue. * Latest copy of any of the following:

- Public Utility Bill, Credit Card Statement or Bank Statement

* Specimen Signature Cards (2)

* Online Securities Trading Agreement (OSTA) * Additional Requirements for non Residents:

- Proof of Income Duly Certified by Employer

- Identification Documents authenticated by Philippine Embassy or Consulate

I / we confirm that the information given by me/us is true and correct. I/we authorize CitisecOnline to verify the same from whatever sources it may consider appropriate. I/we understand that any misrepresentation I/we make on the submitted documents is sufficient grounds for legal action against me/us and the rejection or my/our application. I/we understand that should my/our application be denied, CitisecOnline has no obligation on its part to furnish the reason for such rejection.

Signature(s)

√

Primary Account Holder	Date	Secondary Account Holder		Date

(For CITISECONLINE'S use only)
Referror/Salesman		Processed by		Approved by

page 3 of 3

How to Edit Printable Customer Information Form Online for Free

Only a few tasks can be quicker than managing documents making use of our PDF editor. There isn't much you have to do to modify the phone number for pdffiller form - just follow these steps in the following order:

Step 1: Select the orange "Get Form Now" button on the website page.

Step 2: After you've entered your phone number for pdffiller edit page, you'll discover all functions you can undertake regarding your template at the top menu.

The next segments are included in the PDF template you'll be completing.

stage 1 to filling out pdffiller phone number

Provide the required details in the Educational, Background Employment, Status Primary, Secondary, Tertiary Employed, Self, Employed, Unemployed PostGraduate, Other Retired, Other Tax, Identification, Number SSS, orG, S, IS, Identification, Number Name, of, Employer, Name, of, Business, if, Owned Nature, of, Business and page, of segment.

pdffiller phone number EducationalBackground, EmploymentStatus, PrimarySecondaryTertiary, EmployedSelfEmployedUnemployed, PostGraduateOther, RetiredOther, TaxIdentificationNumber, SSSorGSISIdentificationNumber, NameofEmployerNameofBusinessifOwned, NatureofBusiness, and pageof fields to insert

The application will require data to quickly fill up the box Million, Million, Million, Million Million, Million Million, Over, Million Over, Million Over, Million Primary, Source, of, Income Salary, Retirement Investment, Others Business, Risk, Tolerance Aggressive, and Moderate.

Filling out pdffiller phone number step 3

The Gender, Civil, Status Male, Female, Single, Married, Widowed, Separated Name, of, Spouse, if, applicable Number, of, Dependents, if, applicable DateofBirth, month, day, year Place, of, Birth, town, province, city Citizenship, Filipino, Other, Tel, No, Mobile, No, country, code, and, area, code Email, Address and Facsimile, No section is where each side can place their rights and responsibilities.

step 4 to completing pdffiller phone number

Finish the document by analyzing these fields: FINANCIAL, AND, INVESTMENT, PROFILE Liquid, Net, Worth, in, Php Total, Net, Worth, in, Php Annual, Income, in, Php Million, Million, Million, Million Million, Million Million, Over, Million Over, Million Over, Million Primary, Source, of, Income Salary, Retirement and Investment, Others

Entering details in pdffiller phone number stage 5

Step 3: Select "Done". Now you may export the PDF form.

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