EFTA Document EFTA01472405

Tiering 2015 TIERING INSTRUCTIONS: USPB 2015 Client Tiering In general, fill in all cells that are highlighted. Specific details below and on the "worksheet guide" tab Source: Dbforce Output 1.12.2015 Step 1: Review all data to confirm accuracy/indicate if some thing has changed since 2013 Step 2: Fill in the yellow blanks (the key data points) Total Relationships SUBTOTAL(3,F11:F113)=103 Step 3: Fill in green blanks (will only see green if customer is tier 1 or 2 and has no industry