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Form Filling Instructions for Client Files

The job involves filling out two forms using information from a client file, which requires various documents such as the client's admission letter, CV, international passport, bank statements, and sponsorship letter. Specific instructions are provided for using these documents to complete sections related to intended study, personal information, family history, and financial details. It is essential to double-check all entries for accuracy and save the completed forms under the client's name.
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0% found this document useful (0 votes)
6 views1 page

Form Filling Instructions for Client Files

The job involves filling out two forms using information from a client file, which requires various documents such as the client's admission letter, CV, international passport, bank statements, and sponsorship letter. Specific instructions are provided for using these documents to complete sections related to intended study, personal information, family history, and financial details. It is essential to double-check all entries for accuracy and save the completed forms under the client's name.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

 JOB DESCRIPTION : FILLING OF FORMS ON LAPTOP

I WILL SEND YOU A CLIENT FILE YOU WILL USE THE


INFORMATION ON THAT FILE TO FILL TWO FORMS.

YOU NEED THE


 CLIENT’S ADMISSION LETTER
 CV OR EDUCATION DOCUMENTS
 INTERNATIONAL PASSPORT
 BANKS STATEMENTS.
 PERSONAL INFORMATION FORM
 LETTER OR AFIDAVIT OF SPONSORSHIP

 USE CLIENT’S ADMISSION LETTER TO FILL DETAILS OF


INTENDED STUDY IN CANADA

 USE INTERNATIONAL PASSPORT AND MARRIAGE


CERTIFICATE TO FILL PERSONAL INFORMATION

 USE PERSONAL INFORMATION FORM OR BIRTH


CERTIFICATES TO FILL FAMILY INFORMATION FORM,
WORK HISTORY AND EDUCATION HISTORY

 USE BANK STATEMENT AND LETTER OF SPONSORSHIP


TO FILL IN AMOUNT AVAILABLE FOR STUDIES AND
SPONSOR INFORMATION.

 DOUBLE CHECK NAME SPELLINGS AND DATES AND ALL


OTHER ENTRIES BEFORE SAVING
 VALIDATE FORM TO ENSURE YOU HAVE FILLED
EVERYTHING
 SAVE FORMS WITH THE CLIENTS NAME

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