FINANCIAL ADVISOR APPLICATION
All advisors are required to complete the application below and receive approval prior to entering any Alief ISD facility.
Name
*
First Name
Last Name
Social Security Number
*
Date of Birth
*
-
Month
-
Day
Year
Date
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Company Representing
*
Company Contact Name/Phone Number/Email
*
Company will be contacted for verification purposes
What products will are you offering?
*
403(b)
457
Upload driver's license or state ID
*
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I hereby authorize ALIEF ISD and its designated agents and representatives to conduct a comprehensive review of my background causing a consumer report and/or an investigative consumer report to be generated for employment and/or volunteer purposes. I understand that the scope of the consumer report/ investigative consumer report may include, but is not limited to the following areas: verification of social security number; credit reports, current and previous residences; employment history, education background, character references; drug testing, civil and criminal history records from any criminal justice agency in any or all federal, state, county jurisdictions; driving records, birth records, and any other public records.
*
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