Prospective Clients - Clear Sky Financial. LP.

Clear Sky Client Onboarding

Legal Name

Nickname

Date of Birth

Social Security Number

Home Address

Email Address

Primary Phone

Alternate Phone

Drivers License Number

Country of Citizenship

Employer

Employer Address

Employer Phone

Position Held

Annual Income

Married

Yes No

Spouse Legal Name

Spouse Nickname

Spouse Date of Birth

Spouse Social Security Number

Spouse Email Address

Spouse Primary Phone

Spouse Drivers License Number

Spouse Country of Citizenship

Spouse Employer

Spouse Employer Address

Spouse Employer Phone

Spouse Position Held

Spouse Annual Income

Children (please list children, gender, and date of birth)

Banking information (include Name of Bank, Checking Account Number & Checking Routing Number)

Copy of Voided Check