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Bill Pay Services: New Client Questionnaire

Please complete the following information to the best of your knowledge to assist us in preparing a proposal for services. The information provided should just entail the assets and transactions that would be tracked by Plumb if engaged.

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    1227 Prospect Street
    Suite 200
    La Jolla, CA 92037



    One Rockefeller Plaza,
    11th Floor PMB#11988
    New York, NY 10020

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