His Holding Hand

New Client Onboarding Form

Please complete all sections below. Your information is securely stored and only accessible to our management team.

Personal Information

Your basic contact details

First Name *

Last Name *

Email Address

Phone Number

Secondary Phone

Preferred Method of Communication

Home / Billing Address

Street Address

City

State

ZIP Code

Business Information

If the property is owned by a business entity

This is a business entity

W-9 Tax Information

Required for tax reporting purposes (IRS Form W-9)

Your tax information is securely stored and only accessible to authorized management personnel. A completed W-9 PDF will be generated from your entries.

Name (as shown on your income tax return) *

Business Name / Disregarded Entity Name (if different from above)

Federal Tax Classification

Exempt Payee Code (if any)

FATCA Exemption Code (if any)

Address (number, street, apt. or suite no.)

City, State, and ZIP Code

Account Number(s) (optional)

Taxpayer Identification Number (TIN) *

Social Security Number (SSN)

Employer Identification Number (EIN)

Certification: By providing your TIN and submitting this form, you certify under penalties of perjury that (1) the number shown is your correct taxpayer identification number, (2) you are not subject to backup withholding, (3) you are a U.S. citizen or other U.S. person, and (4) any FATCA code entered is correct.

Emergency Contact

Contact Name

Phone Number

Relationship

ACH / Payment Details

For owner disbursement deposits

This information is encrypted and only accessible to authorized management personnel.

Account Type

Account Category

Bank Name

Account Holder Name

Routing Number

Account Number

Additional Notes

Anything else you'd like us to know