B.A.A.P. - Personal Profile

Client Profile Information
Your data profile information:

The information you provide on this form will be used in all our database and tax reporting. Please be sure you review your information carefully. All information provided is proctected via data encryption and 256 bit SSL connection.
Primary Contact Information for B.A.A.P.:

The PRIMARY CONTACT'S email and mailing address will be used for all BBD communications.
Primary Contact for B.A.A.P. Engagement:

First NameMiddle NameLast Name
B.A.A.P. E-Mail Address Policy:

The PRIMARY EMAIL is our mailing address where sensitive tax material may be sent. This is the email used for all firm communication and you will need to monitor your e-mail periodically for important firm notifications.
PRIMARY Email
example@example.com
Alternate Email (optional)
example@example.com
Current Mailing Address

Please enter the address used for all B.A.A.P. mail correspondence
Current Home Address (Mailing Address)

Street Address

Street Address Line 2

CityState

Zip Code
Your Date of Birth
Enter your Date of Birth
Your Social Security Number
Enter your Social Security Number
Your PRIMARY Contact Number
This will be your MAIN CONTACT numberFormat: (000) 000-0000.
Number Type - Primary
Indicate type of number
Your Alternate Contact Number
Enter an ALTERNATE number if necessaryFormat: (000) 000-0000.
Number Type - Alternate
Indicate type of number
Your current tax filing status on your last filed tax return?
Spouse Information: (complete as necessary)

Enter information for your spouse below as listed on your tax returns.
Spouse Name (if applicable)

First NameMiddle NameLast Name
Spouse DOB
Spouse SS#
Spouse Email
example@example.com
Spouse Contact Number
Please enter the best contact numberFormat: (000) 000-0000.
Number Type - Spouse
Indicate type of number
Do you and/or your spouse have dependents you claim on your tax returns?

Dependent #1 Information: (complete as necessary)

Enter your dependent information below as listed on your tax returns.
Dependent #1 Name
Please Enter: First, Middle, Last Name
Dependent #1 DOB
Please enter date of birth Month/Day/Year
Dependent #1 SS#
Dependent #1 Relation
Do you have additional dependents?

Dependent #2 Information:

Enter your dependent information below as listed on your tax returns.
Dependent #2 Name
Please Enter: First, Middle, Last Name
Dependent #2 DOB
Please enter date of birth Month/Day/Year
Dependent #2 SS#
Dependent #2 Relation
Do you have additional dependents?

Dependent #3 Information:

Enter your dependent information below as listed on your tax returns.
Dependent #3 Name
Please Enter: First, Middle, Last Name
Dependent #3 DOB
Please enter date of birth Month/Day/Year
Dependent #3 SS#
Dependent #3 Relation
Do you have additional dependents?

Dependent #4 Information:

Enter your dependent information below as listed on your tax returns.
Dependent #4 Name
Please Enter: First, Middle, Last Name
Dependent #4 DOB
Please enter date of birth Month/Day/Year
Dependent #4 SS#
Dependent #4 Relation
Do you have any additional dependents not listed here?
NOTE: If you do have any addtional dependents not listed on this form, we will collect addtional information from you during our B.A.A.P. On-Boarding process.
Do any of your dependents currently work for your business?
If YES, please describe jobs, duties performed.

Client Profile Information

Primary Contact Information for B.A.A.P.:

B.A.A.P. E-Mail Address Policy:

Current Mailing Address

Spouse Information: (complete as necessary)

Dependent #1 Information: (complete as necessary)

Dependent #2 Information:

Dependent #3 Information:

Dependent #4 Information:

Health Insurance

Retirement Accounts

Other Current Advisor Relationships

Investment Real Estate (Rentals)

FOR B.A.A.P. USE ONLY: