Controls Account Ownership & Survivorship Features Sample Clauses

Controls Account Ownership & Survivorship Features. Depending on the accounts and related services you have selected, we may provide you with periodic statements and maturity notices that contain account information. Further, you may call us with questions about your account(s) and services any time we are open for business. You may also be able to access information about your ac- count(s) and services online. You understand that statements, notices, online access and oral responses to questions based on our data-processing system without review of your Part 1 may not include all the information about your account(s), and do not control the ownership and survivorship features of your account(s). You understand and acknowledge that only your most recently signed and dated Part 1 account form (or other form we use) and, if applicable, previously signed and dated Part 1 account form(s), controls the number of owners (signers and/or information users if any) or trus- tees on your account(s), and the ownership or survivorship features of the account. To confirm the specific ownership and survivorship feature information of any account with us, please request us to refer to and provide you with a copy of your most recently signed and dated Part 1 account form (or other form we use) (in addition to previously signed and dated Part 1 account form(s) as applicable) for that account. In order to reduce costs and expenses for all members of our Credit Union, you agree that if you have updated a fully completed and signed Part 1 that does not require us to refer to prior copies of our Part 1 (or other form that we use) for con- tract or compliance purposes, we may permanently destroy [i.e. shred and recycle] any prior Part 1s and/or related documents.
Sample 1
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Controls Account Ownership & Survivorship Features. Depending on the accounts and related services you have selected, we may provide you with periodic statements and maturity notices that contain account information. Further, you may call us with questions about your account(s) and services any time we are open for business. You may also be able to access information about your ac- count(s) and services online. You understand that statements, notices, online access and questions based on our data-processing system may not include all the information about your account(s), and do not control the ownership and survivorship features of your account(s). You understand and acknowledge that only your most recently signed and dated Part 1 account form (or other form we use) in addition to previously signed and dated Part 1 account form(s) as applicable, controls the number of owners (signers and/or information users if any) or trustees on your account(s), and whether the funds in the account(s) will ultimately go to an owner’s estate or to a designated benefi- ciary(s)/POD payee(s). Further, you agree that we may rely exclusively on your most recently signed and dated Part 1 account form (or other form we use) in addition to previously signed and dated Part 1 account form(s) as applicable, to determine the ownership and survivorship features of your account(s). To confirm the specific owner- ship and survivorship feature information of any account with us, please request us to refer to and provide you with a copy of your most recently signed and dated Part 1 ac- count form (or other form we use) (in addition to previously signed and dated Part 1 account form(s) as applicable) for that account.
Sample 1

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