This section is optional and should only be completed for clients who have a mailing address different from the client's home address (e.g., P.O. Box).
| Field Name | Required | Documentation |
|---|---|---|
| Customer ID | Y | A unique ID to map customer information from worksheet to worksheet. Use alphanumeric characters only or current account ID at your firm. |
| Mailing Street Address | Y | |
| City | Y | |
| State/Province | Y | 2-letter code. |
| Country | Y | 3-letter country code. |
| Zip | Y |