📄 Extracted Text (383 words)
Consent
Account title Number
FINANCIAL TRUST COMPANY, INC. 5001
I hereby agree the elections selected on the reverse side apply to all trade activity on my account(s) unless
otherwise requested in writing to change my account methodology.
(x)
Authorized Signature Date
(x)
Additional Authorized Signature (if required) Date
FIFO - Disposition will occur based on the oldest assets being delivered out of the account first and progressing based on acquisition
date as the preliminary selection criteria.
2 High Cost — Disposition will occur based on the highest cost assets being delivered out of the account first and progressing based on
unit cost as the preliminary selection criteria.
low Cost - Disposition will occur based on the lowest cost assets being delivered out of the account first and progressing based on
unit cost as the preliminary selection criteria.
long-Term High Cost - Disposition will occur based on the highest cost of the long-term holdings and, after exhausting all long-term
holdings, proceeding to short-term holdings with the highest cost.
In order to be a Regulated Investment Company (RIC), the fund must be a domestic corporation that meets the requirements under
Internal Revenue Code and is registered at all times during the tax year under the Investment Company Act of 1940 as a management
company or a Unit Investment Trust. Only selected Unit Investment Trusts will typically qualify as an RK.
6 To be eligible for averaging, the DRP stock must be held in a plan for which the written plan documents require the reinvestment of at
least 10% of the dividend.
"Covered" refers to specified security types acquired on or after the effective date of the cost basis legislation. "Non-covered" refers to
securities that are acquired prior to the effective date of the cost basis legislation or security types not yet effective. For RICs and ORPs,
stock acquired after January 1, 2012, is considered covered. When a security becomes covered, additional information is reported to
the IRS on Form 1099-B when that security is sold.
Bank products and services are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by
J.P. Morgan Securities LLC, member FINRA, NYSE and SIPC.
Investment products: Not FDIC insured • No bank guarantee • May lose value I
0/11.046.1N-Ell
Confidential Treatment Requested by JPMorgan Chase JPM-SDNY-00064470
EFTA01584586
ℹ️ Document Details
SHA-256
07877219e6f384282e2941ff9ec70cf61a9698a342ac27cff6c0929f24a73da4
Bates Number
EFTA01584586
Dataset
DataSet-10
Document Type
document
Pages
1
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