SEED 60/40 APPLICATION

Full Name *

Email *

Address

Street Address *

Country *

State *

City *

Postal Code *

Phone *

Date of birth *

Social Security Number *

Please upload a copy of your government-issued identification (Driver's License, Passport, or other official ID): *

PTIN # *

Upload PTIN Summary Letter *

EFIN # (if applicable)

Upload EFIN Summary Letter (if applicable)

Bank Information

Bank Name *

Routing Number *

Account Number *

Referral Source

Upload 5 phots of you that'll be used to create AI images of you to be on your marketing material

Your Photo 1 *

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Your Photo 2 *

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Your Photo 3 *

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Your Photo 4 *

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Your Photo 5 *

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I certify that the information provided on this application is truthful and accurate. I understand that providing false and misleading information will be the basis for the rejection of my application.

Signature *

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By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others, from Prosperity Rose Tax and Financial Services at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.