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12+ Client Information Sheet Templates – Samples, Examples

You may have noticed when you transact with companies and institutions, you are given a document to fill out a few general and personal information about yourself. This document, known as the client information sheet, helps the business to know and to evaluate your situation before making a deal.

Similar to how a business keeps a record of a weekly time sheet or a project time sheet for specific circumstances, a client information sheet is also used for particular transactions depending on the nature of the business and the product or the service the client is availing. Look into the following client information sheet template samples for more ideas on what a client information sheet is.

Sample Client Information Sheet Template

client information sheet template
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File Format
  • Google Docs
  • MS Word
  • Apple Pages
  • Numbers
  • Google Sheets
  • MS Excel

Size: A4, US

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Real Estate Client Information Sheet Template

real estate client information sheet template
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File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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Tax Client Information Sheet Template

tax client information sheet template
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File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4, US

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Client Information Sheet Template

client information sheet template
Details
File Format
  • MS Excel
  • Numbers
  • Pages
  • MS Word

Size: A4, US

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New Client Information Sheet

new client information sheethbdlaw.com
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File Format
  • PDF

Size: 54 KB

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Tax Client Information

tax client information sheetmemberfiles.freewebs.com
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File Format
  • PDF

Size: 279 KB

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Client Information Sheet for Real Estate

information sheet for real estate clientdemetriospavlou.com
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File Format
  • PDF

Size: 62 KB

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Photography Client Information Sheet

photography client information sheetphotographybytalisha.com
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File Format
  • PDF

Size: 121 KB

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What Is a Client Information Sheet?

A client information sheet is a tool used by various businesses in gaining information of their new and existing customers in order to provide the quality product or service towards one of the most important external stakeholder of a business.

As you may have noticed on the sheet examples on this website, this information sheet contains spaces for the customer to fill out relevant personal details needed by the company.

What to Include in a Client Information Sheet?

There are specific features of a client information which makes it different from the balance sheet templates and the term sheet templates on this website. In this connection, the following are the features you need to include in a client information sheet:

Blank Client Information Sheet

blank client information sheetamazonaws.com
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File Format
  • PDF

Size: 120 KB

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New Corporate Client Information

corporate client information sheetfbb-cpa.ca
Details
File Format
  • PDF

Size: 70 KB

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Business Client Information

business client information sheetchaincpa.com
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File Format
  • PDF

Size: 134 KB

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Medical Client Information

medical client information sheetelaserclinic.com
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File Format
  • PDF

Size: 56 KB

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Information Sheet for Sales

information sheet for sales clientcoleinformatics.com
Details
File Format
  • PDF

Size: 323 KB

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Uses of a Client Information Sheet

A client information sheet is created by businesses and institutions for different purposes. The following are some of the uses of a client information sheet as depicted on the sheet examples in Word format on this website:

Take into account these client information sheet templates which you can use as your reference to different formats and outlines to get the necessary information for your business deals with your clients.

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