Hello all,
We are currently in the process of revamping our new account opening paperwork. We currently have a TPPP and have to develop a supplemental worksheet to be filled out for this and any other TPPPs that we decide to do business with. Wondering if anyone out there has any samples of worksheets that they use at their financial institutions for third party payment processors at account opening or as they are identified?
Thanks!
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CAMS
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