Duplicate Statements and Confirmations. MLBUSA will be sent duplicate copies of periodic account statements and trade confirmations for the Account if MLBUSA so requests.
Duplicate Statements and Confirmations. Xxxxxxx Xxxxx will send Creditor duplicate copies of periodic account statements and trade confirmations, if any, contemporaneously with those sent to Client.
Duplicate Statements and Confirmations. To have duplicate statements and confirmations mailed to someone other than the person listed in Section 1, please provide mailing information below. To request only one option, check the appropriate box: Name Address City State ZIP Code 🞏 Quarterly statements only �� Transaction confirmations only Complete a separate form for each Beneficiary (future student). Name* Citizenship:* 🞏 U.S. Citizen 🞏 U.S. Resident Alien Social Security Number* Date of Birth (mm/dd/yyyy)* Address* 🞏 If same as Account Holder, check this box and skip address. City* State* ZIP Code* 3 CUSTODIAN OR TRUSTEE A trustee is required if the Account Holder is a trust. A Custodian is required if (1) the Account Holder is a minor or (2) the Account is being funded with the proceeds from an UGMA/UTMA. Statements will be mailed to the Custodian or trustee address. 🞏 Check if the Account is funded with proceeds from a UGMA/UTMA. Name* Citizenship:* 🞏 U.S. Citizen 🞏 U.S. Resident Alien Social Security Number* Date of Birth (mm/dd/yyyy)* Residential Address (cannot be a P.O. box)* 🞏 If same as Account Holder, check this box and skip address. City* State* ZIP Code* Day Phone Evening Phone Email Address Mailing Address (if different from residential) City State ZIP Code If the Account Holder is a trust and there are multiple trustees, provide the additional trustee information on a separate page. *NOTE: Required to establish the account.
Duplicate Statements and Confirmations. To have duplicate statements and confirmations mailed to someone other than the person listed in Section 1, please provide mailing information below. To request only one option, check the appropriate box: Name Address City State ZIP Code 🞏 Quarterly statements only 🞏 Confirmations only Complete a separate form for each Beneficiary (future student). Name* Citizenship:* 🞏 U.S. Citizen 🞏 U.S. Resident Alien Social Security Number* Date of Birth (mm/dd/yyyy)* Address* 🞏 If same as Account Holder, check this box and skip address. City* State* ZIP Code*
Duplicate Statements and Confirmations. The Financial Institution shall provide the Owner with duplicate monthly and year-end statements and purchase and sale confirmations of all transactions. The Owner acknowledges that values placed on security positions (with regard to bonds, treasury bills and/or treasury notes) do not constitute a guarantee or representation of the liquidation value and that such statements are general guidelines.
