Video: Create and print labels - Word - Office Support 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your Sub Firm #, BR Code, and FA Code in the designated fields at the top of the form.
3. Fill out the Client Information section, including your mailing address, city, state, ZIP code, and country. If your legal address differs from your mailing address, provide that information as well.
4. Complete the Primary Account Owner details. This includes entering your name, Social Security Number/TIN, contact numbers, email address, date of birth, and occupation.
5. If applicable, provide information for any Joint Account Owners or Associated Persons by filling out their respective sections.
6. Continue through the form by providing financial information such as tax bracket and household income. Ensure all selections are made accurately from dropdown menus.
7. Review all entered information for accuracy before submitting or printing the completed form using our platform's print functionality.

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