Necessary Documentation. Before making any Distribution from or accepting any assignment of the Custodial Account, We must be furnished with any applications, certificates, tax waivers, signature guarantees, releases, indemnification agreements, and other documents (including proof of any legal representative’s authority) deemed necessary or advisable by Us, but We will not be liable for complying with any order or instruction that appears on
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Sources: 403(b) Individual Custodial Account Agreement, 403(b)(7) Individual Custodial Account Agreement, Custodial Account Agreement
Necessary Documentation. Before making any Distribution from or accepting any assignment of the Custodial Account, We must be furnished with any applications, certificates, tax waivers, signature guarantees, releases, indemnification agreements, and other documents (including proof of any legal representative’s authority) deemed necessary or advisable by Us, but We will not be liable for complying with any order or instruction that appears onlegal
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