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Under the Customer Identification Program (CIP), which of the following is NOT a required piece of information that must be collected for individual customers?

Correct Answer

C) Annual income

The CIP under the USA PATRIOT Act requires collecting name, date of birth, address, and identification number (SSN for U.S. persons). Annual income is not a required element of the CIP, though it may be collected for other purposes such as ability-to-repay determinations.

Answer Options
A
Name
B
Date of birth
C
Annual income
D
Address

Why This Is the Correct Answer

The CIP under the USA PATRIOT Act requires collecting name, date of birth, address, and identification number (SSN for U.S. persons). Annual income is not a required element of the CIP, though it may be collected for other purposes such as ability-to-repay determinations.

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