STEP 1 OF 2 · SHORT INTAKE
Tell us which accounts to include.
Choose the institutions you know about. You can print blanks for details you do not have yet.
Basic details
We use this only to deliver your packet. Never enter an account number, Social Security number or password here.
Which institutions did they use?
Choose up to 25. The three credit bureaus are included automatically.
Bank
Card
Insurance
Pension
Phone and internet
Utility
Subscription
Credit bureau
Names and dates are used to make the packet. Signer information and account numbers stay blank for you to fill in by hand.