SEC “Annex I”
Fill SEC “Annex I” online and download the official form as a PDF, ready to print. Every input is mapped to its printed box, so IDs, dates and amounts land digit by digit in the right cells, and a value the form cannot hold is refused with the reason instead of being printed wrong.
What you will need: Account Type, Name of Spouse, Address, Home Tel.#, Bus. Tel.#, Bus. FAX #, Occupation, Is Customer of Legal age?, Employer, Is the Employer a Broker Dealer?, Nationality, Name of Attorney-in-fact, if applicable.
Free to try: 5 forms a day without an account; a free account gets 14 days of clean PDFs, then 25 a month. Not affiliated with BIR, SSS, PhilHealth, Pag-IBIG or any government agency.