Patriot Act - Organization, or Entity Identification Documentation

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Shared by: Timothy Heyne
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7/21/2009
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Organization, or Entity Identification Documentation Patriot Act The USA Patriot Act requires all financial institutions to obtain, verify and record information that identifies every customer. Completion of this documentation is required in order to comply with the USA Patriot Act. A completed copy of this information must be retained with the loan file. Application Number Organization or Entity's Name Borrower's Name Doing Business As Type of Organization or Entity Organization or Entity's Physical Address Date 07/21/2009 Organization or Entity's Mailing Address Organization or Entity Identification Documentation Document Type Document Number Issue Date Issued by Other Document Type Tax Identification Number Expiration Date Discrepancies and Resolution Completed by Calyx Form (4/04) OrgIDDoc.frm

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