Reminder: New Consumer Profile Form Required

As previously communicated, the improved Consumer Profile/Suitability form will speed up and simplify submission

IMPORTANT:

Pending eBiz, Suitability Pre-Check

• App started prior to Nov. 18 will use the old form for 30 calendar days. For instance, if the application has not been locked or submitted by Dec. 18, the new form will go active, previous entries will not carry over, and data re-entry is required.
• Re-entry tips: If edits are likely, print the old form or take screenshots of your entries. 

What changes on the form?

• Streamlined layout: Cleaner, more intuitive design for faster completion.
• Updated financial data: Household liabilities breakout, simpler liquid asset inputs, clearer examples.
• Smarter questions: Clearer wording and simplified response options; fewer open-text fields.