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919-401-0005
Stephens & Nashland CPAs, P.A.
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919-401-0005
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Client Onboarding Form

Step 1 of 8

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  • Full Name (First, Middle Initial, Last Name)Date of BirthSocial Security NumberRelationship 
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  • Personal Identity Verification

  • By law, we are required to see proof of identity for all new and some existing clients. Please upload a scan of one of the following documents:

    Valid passport
    Valid photo card driving licence

  • Personal Address Verification

  • By law, we are required to see proof of residential address for all new and some existing clients. Please upload a scan of one of the following documents:

    USA Drivers Licence (if not used as ID above)

    Bank, Home Loan or Credit Card Statement
    Dated with 3 months. Must include account number and show recent activity. No general correspondence.

    Utility Bill
    Dated within 6 months E.g. Gas, electricity, water. Must show address for service and/or account number. No general correspondence.

    Telephone Bill
    Dated within 6 months E.g. Landline or cell phone pay monthly (excluding pay as you go). Must show address for service and/or account number. No general correspondence.

    Government Letter
    Dated within 12 months. Must show address for service and/or account number. No general correspondence.

    Tenancy Agreement
    Dated with 12 months. Must state full name and full property address. Issued by local council, housing association, attorney or reputable letting agent.

    Home or Motor Insurance Certificate
    Dated within 12 months. Must state insured address or registered address for vehicle and policy number. No general correspondence.

  • Entity details

  • Your entity's registered address
  • Confirmation

  • I confirm that the information given in this form is true, complete and accurate.
  • This field is for validation purposes and should be left unchanged.
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Stephens & Nashland CPAs, P.A.

P.O. Box 61818 Durham, NC 27715 |
919-401-0005 |
adminassistant@durhamcpas.com
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