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New Customer Onboarding Letter
Editor's note: This Excel attachment may contain macros. These have been tested by the IOFM team and provide safe, enhanced functionality within the tool. However, some organizations' IT teams will have blocked macros, and if so, that will prevent this tool from running as it should. Before downloading, please check with your technology team.
A cover letter to include with the Customer Maintenance Form (downloadable here) to request new or updated information on customer address, billing and banking information. Microsoft Word format.
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