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Please make sure that all profiles are unlocked and that all of the data in the columns below is correct and consistent before submitting your request.
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NOTE: Do not include any personally identifiable information in this spreadsheet! Please call us at (517) 485-6536 if you have any questions.
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Client profile to keep activeAll other profiles to be includedAre all profiles unlocked (as noted by the green lock icon)? If not, these profiles cannot be merged.Is the client's name spelled consistently on all profiles? If not, please indicate which profile has the correct spelling.Is the SSN consistent on all profiles? If not, please indicate which profile has the correct SSN.Is the client's date of birth consistent on all profiles? If not, please indicate which profile has the correct date.Is the client a U.S. military veteran?Status of merge/notes
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ex. 123456ex. 765432YesYesYesYesYesMerged.
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ex. 234567
ex. 654321, 987654
NoNo, the correct name is on profile 654321.
No, the correct number is on profile 654321.
No, the correct DOB is on profile 654321.
NoNot merged due to visibility restriction.
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