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<strong>United</strong> <strong>Behavioral</strong> <strong>Health</strong>/<strong>US</strong> <strong>Behavioral</strong> <strong>Health</strong> Plan, California, Inc.<br />

Clinician Application<br />

Instructions: Please type or print legibly. Respond to all questions indicating N/A when the question<br />

does not apply. Attach additional pages where necessary, labeling with the corresponding question.<br />

I. Personal Information<br />

Last Name First Name Middle Name Previous Surname<br />

Social Security Number Date of Birth Gender Degree<br />

Medicare Billing Number Medicaid Billing Number UPIN Email address<br />

City State Zip<br />

Have you signed a Medicare Opt-Out Agreement? ___ No ___ Yes If yes, Date<br />

Please list all languages in which you conduct treatment:<br />

Are you fluent in American Sign Language? ___ Yes ___ No<br />

Optional – Please list your Race (used to meet patient referral requests)<br />

____ White ____ Black or African<br />

____ Hispanic<br />

American<br />

____ American Indian or<br />

Alaska Native<br />

____ Asian ____ Native Hawaiian or<br />

Pacific Islander<br />

____ Other ___________________________________________<br />

II. Primary Clinic/Office Information (Please list all practices and addresses where you will see<br />

UBH/<strong>US</strong>BHPC patients. Individual UBH contracts are valid at all practice locations.)<br />

Name of Group/Clinic/Office<br />

Federal Tax Id Number for this practice<br />

Address County Check name for this practice (for TIN above)<br />

City State Zip Your start date at this practice<br />

Daytime Phone Number Emergency/After Hours Phone Secure Fax Number (for patient info) Other Fax Number<br />

Office Contact Name Office Contact Phone Number Office Contact Fax Number<br />

Is this practice located<br />

in your home?<br />

___ Yes ___ No<br />

Are you accepting new<br />

patients at this location?<br />

___ Yes ___ No<br />

Do you follow HIPPA<br />

guidelines for privacy?<br />

___ Yes ___ No<br />

Does this office meet<br />

state fire and safety<br />

codes?<br />

___ Yes ___ No<br />

Are you available for evening<br />

appointments at this location?<br />

___ Yes ___ No<br />

Are restrooms available for<br />

all patients at this location?<br />

___ Yes ___ No<br />

Can another clinician<br />

access patient records in<br />

case of an emergency?<br />

___ Yes ___ No<br />

Do you have emergency<br />

procedures in place in case<br />

of fire or natural disaster?<br />

___Yes ___No<br />

Are you available for<br />

weekend appointments<br />

at this location?<br />

___ Yes ___ No<br />

Do you have patient rights posted<br />

in your waiting room?<br />

___ Yes ___ No<br />

Do you obtain and document<br />

consent for treatment (for MDs this<br />

includes consent for medications)?<br />

___ Yes ___ No<br />

To ensure patient confidentiality<br />

are all medical records stored in<br />

locked cabinets?<br />

___ Yes ___ No<br />

Is this location handicap/<br />

wheelchair accessible?<br />

___ Yes ___ No<br />

Is this location accessible<br />

via public transportation?<br />

___ Yes ___ No<br />

Do you have written material explaining<br />

after-hours coverage? ___ Yes ___<br />

No<br />

Are you able to treat hearing impaired<br />

or deaf patients in this location?<br />

___ Yes ___ No<br />

Can individual session content be heard<br />

by other patients?<br />

___ Yes ___ No<br />

@UBH/<strong>US</strong>BHPC/LEI 6/2004 Page 1


III. Please describe your coverage arrangements for patient emergencies 24 hours per<br />

day, seven days a week. (Advising patients to call 911 is not sufficient.)<br />

IV. Billing Address (If different from Primary Clinic/Office Address above)<br />

Name of Group/Clinic/Office Phone Number Billing Contact<br />

Address County Billing Contact Phone Number<br />

City State Zip<br />

V. Additional Office Location (Please make copies of page 2 for additional locations)<br />

Name of Group/Clinic/Office<br />

Federal Tax Id Number for this practice<br />

Address County Check name for this practice (for TIN above)<br />

City State Zip Your start date at this practice<br />

Daytime Phone Number Emergency/After Hours Phone Secure Fax Number (for patient info) Other Fax Number<br />

Office Contact Name Office Contact Phone Number Office Contact Fax Number<br />

Is this practice located<br />

in your home?<br />

___ Yes ___ No<br />

Are you accepting new<br />

patients at this location?<br />

___ Yes ___ No<br />

Do you follow HIPPA<br />

guidelines for privacy?<br />

___ Yes ___ No<br />

Does this office meet<br />

state fire and safety<br />

codes?<br />

___ Yes ___ No<br />

Are you available for evening<br />

appointments at this location?<br />

___ Yes ___ No<br />

Are restrooms available for<br />

all patients at this location?<br />

___ Yes ___ No<br />

Can another clinician<br />

access patient records in<br />

case of an emergency?<br />

___ Yes ___ No<br />

Do you have emergency<br />

procedures in place in case<br />

of fire or natural disaster?<br />

___Yes ___No<br />

Are you available for<br />

weekend appointments<br />

at this location?<br />

___ Yes ___ No<br />

Do you have patient rights posted<br />

in your waiting room?<br />

___ Yes ___ No<br />

Do you obtain and document<br />

consent for treatment (for MDs this<br />

includes consent for medications)?<br />

___ Yes ___ No<br />

To ensure patient confidentiality<br />

are all medical records stored in<br />

locked cabinets?<br />

___ Yes ___ No<br />

Is this location handicap/<br />

wheelchair accessible?<br />

___ Yes ___ No<br />

Is this location accessible<br />

via public transportation?<br />

___ Yes ___ No<br />

Do you have written material explaining<br />

after-hours coverage? ___ Yes ___<br />

No<br />

Are you able to treat hearing impaired<br />

or deaf patients in this location?<br />

___ Yes ___ No<br />

Can individual session content be heard<br />

by other patients?<br />

___ Yes ___ No<br />

@UBH/<strong>US</strong>BHPC/LEI 6/2004 Page 2


VI. Current Hospital Admitting Privileges<br />

Name of Hospital<br />

Type of Privileges<br />

Address City State Zip Phone<br />

Name of Hospital<br />

Type of Privileges<br />

Address City State Zip Phone<br />

Name of Hospital<br />

Type of Privileges<br />

Address City State Zip Phone<br />

VII. Professional Liability Insurance (Clinician must be named as insured on the policy or attachment)<br />

Name of Carrier<br />

Policy Number<br />

Address City State Zip<br />

Coverage Limits (Occurrence/Aggregate)<br />

__ Occurrence<br />

__ Claims Made<br />

Dates of Coverage<br />

Years with Carrier<br />

VIII. Work History – Please provide a chronological work history for the past 5 years including employment, selfemployment,<br />

clinical practice, service as an independent contractor, and military service. It is not necessary to duplicate<br />

education, internship, residency or fellowship information previously reported. Please explain any gaps in work history<br />

greater than 6 months. A Curriculum Vita may not be substituted for <strong>com</strong>pletion of this section.<br />

Current Practice/Employer Name (must match practice information on page 2) Start Date (MM/YYYY) End Date (MM/YYYY)<br />

Present<br />

City State Title or Professional Occupation<br />

Previous Practice/Employer Name Start Date (MM/YYYY) End Date (MM/YYYY)<br />

City State Title or Professional Occupation<br />

Previous Practice/Employer Name Start Date (MM/YYYY) End Date (MM/YYYY)<br />

City State Title or Professional Occupation<br />

Previous Practice/Employer Name Start Date (MM/YYYY) End Date (MM/YYYY)<br />

City State Title or Professional Occupation<br />

Previous Practice/Employer Name Start Date (MM/YYYY) End Date (MM/YYYY)<br />

City State Title or Professional Occupation<br />

Please provide an explanation for any gaps in work history greater than 6 months:<br />

Gap Dates: __________________ Explanation: _________________________________________________________________<br />

(MM/YYYY to MM/YYYY)<br />

Gap Dates: __________________ Explanation: _________________________________________________________________<br />

(MM/YYYY to MM/YYYY)<br />

@UBH/<strong>US</strong>BHPC/LEI 6/2004 Page 3


IX. Areas of Clinical Expertise – Please check all areas you have clinical training and experience AND<br />

are currently willing to treat in your practice. (Please note that all clinicians are assigned depression, anxiety,<br />

and mood disorders.)<br />

___ Abuse Victims<br />

___ Adoption Issues<br />

___ Attention Deficit Disorders (ADHD)<br />

___ Bariatric/Gastric Bypass Evaluation<br />

___ Behavior Modification<br />

___ Biofeedback<br />

___ Certified Pastoral Counselor<br />

___ Christian Counseling<br />

___ Cognitive <strong>Behavioral</strong> Therapy<br />

___ Compulsive Gambling<br />

___ Crisis Diversionary Services<br />

___ Developmental Disabilities<br />

___ Dialectical <strong>Behavioral</strong> Therapy<br />

___ Dissociative Disorders<br />

___ Domestic Violence<br />

___ Electro-Convulsive Therapy (ECT)<br />

___ Forensic<br />

___ Gay/Lesbian Issues<br />

___ Gay/Lesbian Identified Clinician<br />

@UBH/<strong>US</strong>BHPC/LEI 6/2004 Page 4


Areas of Clinical Expertise Continued<br />

__ Grief/Bereavement<br />

___ Hearing Impaired Populations<br />

___ HIV/AIDS/ARC<br />

___ Home Care/Home Nursing Visits<br />

___ Hypnosis<br />

___ Independent/Qualified Medical Examiner<br />

___ Infertility<br />

___ Learning Disabilities<br />

___ Medical Illness/Disease Management<br />

___ Obsessive Compulsive Disorder<br />

___ Organic Disorders<br />

___ Pain Management<br />

___ Personality Disorders<br />

___ Phobia<br />

___ Post Traumatic Stress Disorder<br />

___ Psych Testing<br />

___ Psychotic/Schizophrenic Disorders<br />

___ Rape Issues<br />

___ Sex Offender Treatment<br />

___ Sexual Dysfunction<br />

___ Sleep Disorders<br />

___ Somatoform Disorders<br />

Populations Treated:<br />

___ Couples/Marriage Therapy<br />

___ Family Therapy<br />

___ Group Therapy<br />

___ Inpatient Therapy<br />

___ Adult<br />

@UBH/<strong>US</strong>BHPC/LEI 6/2004 Page 5


SPECIALTY ATTESTATION<br />

NOTE: UBH/<strong>US</strong>BHPC requires additional training and/or experience for the following<br />

populations, professionals, and specialties. (Please see attached Specialty Requirements.)<br />

Clinician Name<br />

Degree<br />

Phone<br />

I have reviewed the UBH/<strong>US</strong>BHPC specialty requirements criteria that a Clinician must meet<br />

to be considered a specialist in the following treatment areas. After reviewing the criteria, I<br />

hereby attest that by placing a check next to a specialty or specialties, I meet<br />

UBH/<strong>US</strong>BHPC’s requirements for that treatment area.<br />

___ Preschool (0-5 years)<br />

___ Children (6-12 years)<br />

___ Adolescents (13-18 years)<br />

___ Geriatrics<br />

___ Chemical Dependency/Substance Abuse<br />

___ Certified Employee Assistance Professional (CEAP)<br />

___ Critical Incident Stress Debriefing<br />

___ Disability Evaluation/Management<br />

___ Employee Assistance Professional (*submit UBH/<strong>US</strong>BHPC EAP questionnaire)<br />

___ Eating Disorders<br />

___ Pervasive Development Disorder<br />

___ Substance Abuse Professional (*DOT approved certification)<br />

___ Worker’s Compensation<br />

___ Neuropsychological Testing<br />

___ Nurses – Prescriptive Privileges (attach requirements - see page 7)<br />

I understand that UBH/<strong>US</strong>BHPC may require documentation to verify that I meet the criteria<br />

outlined under Specialty Requirements pertaining to the specialty or specialties I have<br />

designated above. I will cooperate with a UBH/<strong>US</strong>BHPC documentation audit, if requested,<br />

to verify that I meet the required criteria.<br />

I hereby attest that all of the information above is true and accurate to the best of my<br />

knowledge. I understand that any information provided pursuant to this attestation that is<br />

subsequently found to be untrue and/or incorrect could result in my termination from the<br />

UBH/<strong>US</strong>BHPC network.<br />

Please note that standard credentialing criteria must be met before specialty designation can be considered.<br />

Printed Name of Applicant:<br />

Original Signature of Applicant:<br />

(Must be an original signature – not copied or stamped)<br />

Date:<br />

@UBH/<strong>US</strong>BHPC/LEI 6/2004 Page 6


PHYSICIAN SPECIALTY REQUIREMENTS<br />

(Must sign "Specialty Attestation” page 5)<br />

PRESCHOOL/CHILDREN:<br />

Completion of an ACGME approved Child Fellowship OR<br />

Recognized certification in Child Psychiatry<br />

AND 1 of the following:<br />

10 hours of CME in preschool/children in the last 24 month period<br />

Evidence of at least 25% of practice experience in the treatment of preschool/children<br />

ADOLESCENTS:<br />

Completion of an ACGME approved Child and Adolescent Fellowship OR<br />

Recognized certification in Adolescent Psychiatry<br />

AND 1 of the following:<br />

10 hours of CME in adolescents in the last 24 month period<br />

Evidence of at least 25% of practice experience in treating adolescent patients<br />

GERIATRICS:<br />

Completion of an ACGME approved Geriatric Fellowship OR<br />

Recognized certification in Geriatric Psychiatry<br />

AND 1 of the following:<br />

10 hours of CME in Geriatrics in the last 24 month period<br />

Evidence of 25% of practice experience in treating geriatric patients<br />

CHEMICAL DEPENDENCY/SUBSTANCE AB<strong>US</strong>E:<br />

Completion of an ACGME approved fellowship in Addiction Medicine OR<br />

Certification in Addiction Medicine or ASAM<br />

AND 1 of the following:<br />

10 hours of CME in Substance Abuse in the last 24month period<br />

Evidence of 25% of practice experience in substance abuse<br />

DISABILITY:<br />

<br />

<br />

Documentation of specialized training in the provision of disability evaluation and treatment.<br />

Annual CME credits in the evaluation and management of disability patients.<br />

EATING DISORDERS:<br />

One year fellowship, internship or practice in Eating Disorders, <strong>com</strong>pleted at an accredited institution or approved program<br />

AND<br />

Evidence of at least one year professional experience with at least 25% of practice in the treatment of eating disorders<br />

10 hours CME in Eating Disorders in the last 24 month period<br />

PERVASIVE DEVELOPMENTAL DISORDER:<br />

<br />

<br />

6 months full-time clinical work in a PDD clinic or structured PDD<br />

setting within past 5 years<br />

OR<br />

20% of current practice involved in the assessment and treatment of patients with PDD<br />

WORKER’S COMPENSATION:<br />

<br />

24 months experience assessing and treating worker’s <strong>com</strong>pensation cases.<br />

@UBH/<strong>US</strong>BHPC/LEI 6/2004 Page 7


PSYCHOLOGISTS & MASTER’S LEVEL CLINICIANS SPECIALTY REQUIREMENTS<br />

(Must sign "Specialty Attestation” page 5)<br />

PRESCHOOL/CHILDREN:<br />

Completion of an APA approved or other accepted training<br />

program in Child Psychology<br />

AND 1 of the following:<br />

10 hours of CEU in preschool/children in the last 24 month period<br />

Evidence of at least 25% of practice experience in the treatment<br />

of preschool/children<br />

ADOLESCENTS:<br />

Completion of an APA approved or other accepted training<br />

program in Adolescent Psychology<br />

AND 1 of the following:<br />

10 hours of CEU in adolescents in the last 24 month period<br />

Evidence of at least 25% of practice experience in treating<br />

adolescent patients<br />

GERIATRICS:<br />

Completion of an APA approved or other accepted training<br />

program in Geriatric Psychology<br />

AND 1 of the following:<br />

10 hours of CEU in Geriatrics/Gerontology in the last 24 month<br />

period<br />

Evidence of 25% of practice experience in treating geriatric<br />

patients<br />

CHEMICAL DEPENDENCY/SUBSTANCE AB<strong>US</strong>E:<br />

Complete an APA or other accepted training in Addictionology<br />

OR<br />

Certification in Addiction Counseling<br />

AND 1 of the following:<br />

10 hours of CEU in Substance Abuse in the last 24 month period<br />

Evidence of 25% practice experience in substance abuse<br />

CERTIFIED EMPLOYEE ASSISTANCE PROFESSIONAL (CEAP):<br />

<br />

Certificate from the Employee Assistance Certification<br />

Commission<br />

CRITICAL INCIDENT STRESS DEBRIEFING:<br />

<br />

<br />

Certificate of CISD training from American Red Cross or Mitchell<br />

model<br />

Documentation of training and CEU units in the provision of CISD<br />

services.<br />

NEUROPSYCHOLOGICAL TESTING – Psychologist Only<br />

<br />

<br />

<br />

<br />

DISABILITY:<br />

<br />

<br />

Documentation of specialized training in the provision of disability<br />

evaluation and treatment.<br />

10 hours CEU in the evaluation and management of disability<br />

patients in the last 24 month period<br />

EMPLOYEE ASSISTANCE PROFESSIONAL (EAP):<br />

<br />

<br />

<br />

Must pass UBH/<strong>US</strong>BHPC/LEI EAP questionnaire, and<br />

Minimum of two years experience in the delivery of EAP core<br />

technology as defined by EAPA, and<br />

Minimum of one annual training (CEU credits or professional<br />

development hours) in any of the six EAP content areas<br />

EATING DISORDERS:<br />

One year fellowship, internship or practice in Eating Disorders,<br />

<strong>com</strong>pleted at an accredited institution or approved program<br />

AND<br />

Evidence of at least one-year professional experience with at<br />

least 25% of practice in the treatment of eating disorders<br />

10 hours of CEU in Eating Disorders in the last 24 month period<br />

PERVASIVE DEVELOPMENTAL DISORDER:<br />

<br />

<br />

6 months full-time clinical work in a PDD clinic or structured PDD<br />

setting within past 5 years<br />

OR<br />

20% of current practice involved in the assessment and treatment<br />

of patients with PDD<br />

SUBSTANCE AB<strong>US</strong>E PROFESSIONAL:<br />

<br />

Certificate of training in federal Department of Transportation<br />

SAP functions and regulatory requirements (agencies providing<br />

such certification include, but not limited to, Blair and Burke,<br />

EAPA and NMDAC).<br />

WORKER’S COMPENSATION:<br />

<br />

24 months experience assessing and treating worker’s<br />

<strong>com</strong>pensation cases.<br />

Member of the American Board of Clinical Neuropsychology OR the American Board of Professional Neuropsychology<br />

OR<br />

Completion of courses in Neuropsychology including: Neuroanatomy, Neuropsychological testing, Neuropathology, or Neuropharmacology<br />

Completion of an internship, fellowship, or practicum in Neuropsychological Assessment at an accredited institution<br />

AND<br />

Two years of supervised professional experience in Neuropsychological Assessment.<br />

NURSES - Please submit a copy of your ANCC certification in behavioral health nursing (adult or<br />

child/adolescent mental health), if required by your state to practice independently. Certification<br />

is required for your participation on the UBH panel in states requiring ANCC.<br />

Are you specifically requesting prescriptive privileges? __ Yes __ No<br />

For PRESCRIPTIVE AUTHORITY you must:<br />

Possess a currently valid license as a Registered Nurse in the state(s) in which you practice<br />

Be authorized for prescriptive authority in the state in which you practice<br />

Meet state specific mandates for the state in which you practice regarding DEA license and physician supervision<br />

Submit a letter from the supervising physician attesting to the supervisory relationship (if state requirement)<br />

Specifically request prescriptive privileges on the UBH/<strong>US</strong>BHPC application above and on page 9<br />

@UBH/<strong>US</strong>BHPC/LEI 6/2004 Page 8


<strong>United</strong> <strong>Behavioral</strong> <strong>Health</strong>/<strong>US</strong>BHPC<br />

Authorization and Release<br />

I understand and acknowledge that I am applying for participation status with <strong>United</strong> <strong>Behavioral</strong> <strong>Health</strong>/<strong>US</strong> <strong>Behavioral</strong> <strong>Health</strong><br />

Plan, California, Inc. (UBH/<strong>US</strong>BHPC and that I am responsible for providing all information reasonably requested by<br />

UBH/<strong>US</strong>BHPC.<br />

I hereby certify that all information contained in this application and all its attachments is accurate, true<br />

and <strong>com</strong>plete. I certify that I have personally read and <strong>com</strong>pleted all disclosure questions. I<br />

understand that I retain the right to review any information submitted to UBH/<strong>US</strong>BHPC in support of<br />

credentialing my application.<br />

I understand that it is my responsibility to promptly notify UBH/<strong>US</strong>BHPC of any changes or additions to the information<br />

contained in the Application and that all the information provided during the application process is subject to UBH/<strong>US</strong>BHPCs<br />

investigation and review. I understand and agree that if any information contained in this Application is determined to be<br />

false or constitutes a material misstatement, my Application may be denied or my participation status may be involuntarily<br />

terminated. I understand that in the event that my Application is denied or my participation status is terminated involuntarily,<br />

UBH/<strong>US</strong>BHPC may be required to submit a report to the National Practitioner Data Bank and to state licensing authorities.<br />

I understand I have the right to review information submitted to support my (re)credentialing application. I have the right to<br />

correct erroneous information obtained by UBH/<strong>US</strong>BHPC to evaluate my (re)credentialing application. This does not include<br />

references, re<strong>com</strong>mendations, or other peer-review protected information. I must submit any corrections, in writing, within<br />

10 days. I have the right to obtain information regarding the status of my application.<br />

By applying for participation status, I hereby authorize UBH/<strong>US</strong>BHPC, its affiliates and successors, to obtain any information<br />

that may be relevant to an evaluation of my professional qualifications, ability, and character to practice medicine, including<br />

information about disciplinary actions or other confidential or privileged information, and other credentials. I hereby<br />

authorize all individuals, institutions and entities with which I have been or am now associated, including but not limited to,<br />

educational institutions, hospitals, clinics and health plans, professional liability carriers, licensing boards, specialty boards,<br />

professional societies, government agencies, and any other pertinent sources, to provide any relevant information requested<br />

by UBH/<strong>US</strong>BHPC or its representatives. I also consent to the inspection by representatives of UBH/<strong>US</strong>BHPC of all facilities<br />

and/or documents that may be material to my request for participation status with UBH/<strong>US</strong>BHPC.<br />

I hereby release from liability all individuals, institutions and entities and their respective agents from liability for all acts<br />

performed in good faith and without malice in connection with the investigation and review of this Application, my<br />

participation status with UBH/<strong>US</strong>BHPC and the release and exchange of information by such individuals, institutions and<br />

entities. This release shall be in addition to any other applicable immunity provided by state and federal law. UBH/<strong>US</strong>BHPC<br />

is bound by all state and federal confidentiality laws.<br />

I understand and agree that the authorization and release given by me is irrevocable as long as I am an applicant for<br />

participation status with UBH/<strong>US</strong>BHPC or am a participating Clinician with UBH/<strong>US</strong>BHPC. This authorization to obtain<br />

confidential information about me remains in effect until I notify UBH/<strong>US</strong>BHPC otherwise, in writing, except as otherwise<br />

provided under state law.<br />

I further acknowledge that I have read and understand this Authorization and Release.<br />

By signing this attestation, I acknowledge that I have hospital admitting privileges in good standing, if applicable.<br />

I warrant that I have the authority to sign this Application, on my own behalf, and on behalf of any entity or organization for<br />

which I am signing in a representative capacity. I understand that if this Application is accepted by UBH/<strong>US</strong>BHPC, I will be<br />

bound by the terms of the UBH/<strong>US</strong>BHPC Clinician Agreement, of which this Application is a part. I have read and<br />

understand the terms of the UBH/<strong>US</strong>BHPC Clinician Agreement, and agree to be bound by them, and accept the published<br />

rates for my level of licensure.<br />

A copy of this document shall have the same effect as the original.<br />

Printed Name of Applicant:<br />

Original Signature of Applicant:<br />

Date:<br />

@UBH/<strong>US</strong>BHPC/LEI 6/2004 Page 9


IMPORTANT TAX DOCUMENT<br />

SUBSTITUTE FORM W-9<br />

Request for Taxpayer Identification Number<br />

As part of the contracting process, we are requesting that you <strong>com</strong>plete this Substitute Form W-9 for each TIN.<br />

We are required by law to obtain this information from you when making a reportable payment to you. If you do<br />

not provide us with this information, your payments may be subject to 31% federal in<strong>com</strong>e tax backup<br />

withholding. Also, if you do not provide us with this information, you may be subject to a $50 penalty imposed<br />

by the Internal Revenue Service under Section 6723 of the Internal Revenue Code.<br />

This information must be consistent with the data provided on Page 2 of the application (Office<br />

information).<br />

1. Taxpayer Name<br />

(To whom the check is payable)<br />

Doing Business as:<br />

(A division name if a corporation or the<br />

name of the business if a sole proprietor)<br />

2. Taxpayer Address<br />

DBA<br />

(A legal entity name if a corporation or partnership)<br />

3. Taxpayer Identification Number<br />

a. Corporation<br />

b. Partnership<br />

c. Sole Proprietorship<br />

d. Tax Exempt Entity<br />

e. Other - Please Explain<br />

(List employer identification number)<br />

(List employer identification number)<br />

(List social security number or employer identification number)<br />

(List employer identification number)<br />

4. Effective Date of Taxpayer Name<br />

& TIN<br />

5. Form Completed By<br />

Print name)<br />

6. Signature<br />

(Signature)<br />

7. Today's Date<br />

8. Daytime Phone Number ( )<br />

PLEASE NOTE: INFORMATION REPORTED ON LINES 1-3 M<strong>US</strong>T BE CONSISTENT WITH DATA ON FILE<br />

WITH THE IRS AND SOCIAL SECURITY ADMINISTRATION.<br />

@UBH/<strong>US</strong>BHPC/LEI 6/2004 Page 10


@UBH/<strong>US</strong>BHPC/LEI 6/2004 Page 11

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