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Monday, April 11, 2016

WSOMN CHAT UPDATE, 11 APRIL

WSOMN:

AdminBill:  TO BE PREPARED WHAT DO YOU NEED TO HAVE AS PROPER IDENTIFICATION?

2562bce: TWO FORMS OF ID, DRIVER'S LICENSE, SS CARD, BIRTH CERTIFICATE, ETC.

SunniDaze: PASSPORT BIRTH CERT DRIVERS KLISC OR EVEN COSTCO CARD

Adminbill: YES - THE MORE THE BETTER - UTILITY BILL FOR ADDRESS VERIFICATION - PASSPORT THE BEST

AdminBill :  WILL THERE BE ANY DOUBLE DIPPING?

Sunni Daze : NO DOUBLE DIPPING

AdminBill:  SET UP YOU EIN NOW - IT IS FREE AND EASY TO DO. HAVE YOUR ENTITY NAME RESEARCHED AND RESERVED (SOME STATES ALLOW THAT) SO YOU CAN REGISTER YOUR ENTITY IN YOUR STATE. DO THAT BEFORE YOU REQUEST YOU EIN FROM THE IRS. NONE OF THIS COST ANYTHING TO DO ON YOUR OWN.

BE READY TO PRESENT YOUR EIN DOCUMENT AND/OR A SOCIAL SECURITY CARD, IN YOUR NAME, AT YOUR INITIAL APPOINTMENT.

THERE WILL BE NO DOUBLE DIPPING AND YOU WILL BE REQUIRED TO SIGN AN NDA WHICH WILL NOT LONG OR COMPLICATED IS MY UNDERSTANDING FROM PAST DISCUSSION

AdminBill wrote AN EIN IS A NUMBER ASSIGNED BY THE IRS FOR THE ENTITY YOU WISH TO USE. YOU WILL SEE THE OPTIONS AS YOU FILL IN THE APPLICATION. MAKE SURE YOU SET UP THE ENTITY WHICH YOU ARE COMFORTABLE OPERATING.

AND REMEMBER, YOUR BANKING PROFESSIONAL IS THERE TO HELP AND WILL SET UP ANYTHING ELSE YOU WANT OR THAT WILL BE NECESSARY FOR YOUR SITUATION.

YOU DO NOT NEED TO SET UP EVERYTHING THAT DAY. YOUR FOLLOW UP APPOINTMENTS WILL OFFER YOU THE OPPORTUNITY TO SET UP YOUR FINANCIAL FUTURE PROPERLY.

I BELEIVE IT IS SAFE TO SAY THAT WHEN YOU ARE IN THE EXCHANGING PROCESS WITH YOUR BANKER HE OR SHE WILL BE LOOKING OUT FOR YOUR BEST INTERESTS AS WELL AS THE BANKS.

THEY WANT YOU TO BE SUCCESSFUL OVER THE LONG HAUL SO THEY HAVE A CONTINUING CASH FLOW FROM YOUR ACCOUNT AND OTHERS LIKE YOU.
 
AN ENTITY NAME SEARCH IS NORMALLY A FUNCTION OF YOUR STATES CORPORATIONS AND BUSINESS LICENCING DIVISION. LOOK ONLINE FOR YOUR STATE

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