Series 26: Customer Identification And Verification

Taken from our Series 26 Online Guide

Customer Identification and Verification

The U.S. PATRIOT Act requires member firms to use the name, address, date of birth, and Social Security number or tax identification number to independently verify the identity of the customer. This is called the Customer Identification Program (CIP), and it is used to make sure that the financial institution forms a reas

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The virtual class and the test questions really helped me pass the Series 26. Thank you.

Todd Brubaker, Western & Southern Life, Akron, OH

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Jodee Hempel, Woodmen Financial Services. Omaha, NE

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