Trustee Information. All information and materials relating to a current, former, or prospective Trustees of Caltech, including but not limited to financial and personal information, contributions to Caltech and other Institutions, assets, financial status, and any other non-public information regarding Trustees.
Trustee Information. |X| Institutional (Name: UMB Bank, N.A.) ---------------- |_| Other (Name: ) Address (do not complete if same as Adopting Employer): 0000 Xxxxx Xxxxxx (Street) --------------------- Kansas City, MO 64141(City/State/Zip) ---------------------- Telephone Number (do not complete if same as Adopting Employer): (000)000-0000
Trustee Information. The Trustee shall supply such information ------------------- with respect to himself as may be required to be included in any registration statement or other similar document to be filed with the federal or any state government by the holders of trust certificates in connection with a transfer by such holders of Trust Shares or trust certificates contemplated by this agreement, and shall otherwise use all reasonable efforts to cooperate with such holders in connection therewith.
Trustee Information. Please indicate whether trustee is a founding trustee or successor trustee. Please attach resignation letters, medical letters of incompetence, or death certificates if founding trustees are not currently acting trustees. Trustee 1 Name Founding Successor Address Trustee 2 Name Founding Successor Address Trustee 3 Name Founding Successor Address Trustee 4 Name Founding Successor Address
Trustee Information. First Name Middle Initial Last Name Entity Name (if applicable) Employer Identification Number (EIN) Social Security Number Date of Birth — — Email Address Home Phone Business Phone Mobile Phone Legal Address (no P.O. box) City State/Province Zip/Postal Code Country Mailing Address (if different from legal address) City State/Province Zip/Postal Code Country Citizenship Please check only one: U.S. U.S. Resident Alien Non-Resident Alien (please provide a valid Government ID and a form W-8) Country of legal and tax residence: U.S. Other (specify) Additional Citizenship Primary Citizenship Employment and Industry Affiliations Employed Self-Employed Retired Unemployed Homemaker Student Employer Name Years Employed Occupation Employer’s Address City State/Province Zip/Postal Code Country Check if you are affiliated with a broker-dealer. If you are affiliated with a broker-dealer that is not your employer, please provide the name of that broker-dealer below. Broker-Dealer Name Check if a member of your immediate family is affiliated with a broker dealer. Broker-Dealer Name Employee Name Relationship Check if you are a member/employee or related to a member/employee of a national securities association (i.e. NYSE or FINRA). PROOF OF ADDRESS IS REQUIRED FOR EACH NON-US PERSON AND US CITIZENS LIVING ABROAD. IF EMPLOYED/ SELF-EMPLOYED IS INDICATED, PLEASE COMPLETE ALL EMPLOYMENT FIELDS. IF CHECKED, OBTAIN AND ATTACH THE COMPLIANCE OFFICER’S LETTER OF APPROVAL (AS REQUIRED BY FINRA RULE 3210).
