2. Filling out the Client Information Sheet
Your Client Information Sheet is one of the most important parts of your application — it gives our team everything they need to begin working on your file.
Follow the guide below to start working on your Client Information Sheet:
Before filling out the Client Information Sheet, watch the video below for important reminders:
Required Setup
⚠️ IMPORTANT: You need a Google account to complete the sheets
If you don't have one yet, follow these quick steps to create your free Google account:
- Navigate to the sign-up page: Go to accounts.google.com.
- Start account creation: Click "Create account" and select "For my personal use".
- Enter your details: Input your name, date of birth, and gender.
- Choose your email address: Pick a suggested Gmail address or create your own.
- Set a password: Create a strong password and confirm it.
- Add recovery info: Provide a backup phone number or email.
- Accept the terms: Review the summary, read the terms, and click "I agree".
Security Tip: We highly recommend setting up Two-Factor Authentication (2FA) immediately after creating your account to ensure your data stays secure.
Do
Use a computer
Use Google Sheets to open your Client Information Sheet
Account for all days in the past 10 years for personal and address history
Do not
Use your phone
Use Excel to open your Client Information Sheet
Leave any gaps in your personal and address history