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Step #5. Sign Statement Of Additional Customer Disclosures

by | Jul 4, 2022

STATEMENT OF ADDITIONAL CUSTOMER DISCLOSURES  OF ESTATE PLANNING TEAM

STATEMENT OF ADDITIONAL CUSTOMER DISCLOSURES

➤ DOWNLOAD EPT ADDITIONAL CUSTOMER DISCLOSURES

Your assigned transaction coordinator will send you this “Additional Customer Disclosures” via DocuSign (we use DocuSign for digital signatures) for your convenience.

In case you prefer to have a document downloaded and wet signed, you may download the document by clicking the button below.

Please print, wet sign, scan and send it via email to
client-experience@capitalgainstaxsolutions.com

 

➤ DOWNLOAD EPT ADDITIONAL CUSTOMER DISCLOSURES

 

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