Common use of Important Information About Procedures for Opening a New Account Clause in Contracts

Important Information About Procedures for Opening a New Account. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. What this means for the Account Owner: When the Account Owner opens an account, NuView will ask for the Account Owner’s name, address, date of birth, and other information that will allow NuView to identify the Account Owner. NuView may also ask to see the Account Owner’s driver's license or other identifying documents. The Account Owner represents that any information he or she has given or will give NuView with respect to this Agreement is complete and accurate. Custodian (or Authorized Representative) Signature: Print Name: Date: Print Name: Date: Transfer Form Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: xxxxxxxxx@xxxxxxxxx.xxx Use this form to transfer funds directly from your existing HSA to your NuView HSA.

Important Information About Procedures for Opening a New Account. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. What this means for the Account Owner: When the Account Owner opens an account, NuView will ask for the Account Owner’s name, address, date of birth, and other information that will allow NuView to identify the Account Owner. NuView may also ask to see the Account Owner’s driver's license or other identifying documents. The Account Owner represents that any information he or she has given or will give NuView with respect to this Agreement is complete and accurate. Custodian (or Authorized Representative) Signature: Print Name: Date: Print Name: Date: Transfer Form Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: xxxxxxxxx@xxxxxxxxx.xxx Use this form to transfer funds directly from your existing HSA ESA to your NuView HSAESA.