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CLIENT ONBOARDING

CLIENT ONBOARDING

NEW CLIENT ONBOARDING BASIC INFORMATION QUESTIONAIRE

CLIENT #1 FULL NAME
Would you like your bank account linked with your investment accounts? This will enable you to move money without needing to mail in paperwork every time.



Do you have the following documents? If so, where do you keep them?

Will
Healthcare Directive
HIPAA Authorizations
Power of Attorney
Emergency Contact List
List or Professionals



Who has a copy of these items and is the primary contact person to coodinate their use, if needed?

Name
Address



GENERAL INFORMATION - FOR INDIVIDUAL, JOINT & ANY IRA ACCOUNTS ONLY

Full Name
Residential Address (If different)
Mailing Address
SNN/TIN
DOB
Email
Phone
U.S. Citizan? (Y or N)
Employed, Unemployed, or Retired?
Income Source
Exact Trust Name
If employed, please list employer address



GENERAL INFORMATION - FOR TRUST ACCOUNTS ONLY

Exact Trust Name
Date and Type of Trust
Trust State Where Organized
Trust SSN/TIN
Who has amend/revoke authority? Can they also remove/appoint?
Beneficiary Names
Trustees or Grantors Full Names
Trustee, Grantor, or Both?
Deceased? (Y o N)
Address
SNN
DOB
Email
Phone
U.S. Citizen? (Y or N)
Employed, Unemployed, or Retired?
Income Source
If employed, please list occupation
If employed, please list employer
If employed, please list employer address



BENEFICIARY DESIGNATION - FOR ALL ACCOUNTS

Account # or Type
BENEFICIARY #1
Full Name
SSN/TIN
Relation to the Client
Per Stirpes? (Y or N)
Primary of Contingent
Percentage (%)
BENEFICIARY #2
Full Name
SSN/TIN
DOB/Trust Date
Relation to the Client
Per Stirpes? (Y or N)
Primary of Contingent
Percentage (%)

THE BOYLE GROUP
WEALTH MANAGEMENT

By Appointment Only

Seattle Office:
1420 5th Ave Suite 2200
Seattle, WA 98101
206.224.5650
Scottsdale Office:
7047 E. Greenway Parkway, Suite 250
Scottsdale, AZ 85254
TBG Financial LLC dba The Boyle Group Wealth Management is a registered investment advisor in the State of Washington and certain other states. The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Mailing Address:
The Boyle Group,15560 N Frank Lloyd Wright Suite B4-440, Scottsdale, AZ 85260
© 2023 The Boyle Group Wealth Management - All Rights Reserved.