EFTA00987762.pdf

From: Richard Kahn • To: "Jeffrey E." <[email protected]> Subject: Fwd: Account Opening and Transfer Documents Date: Fri, 15 Jun 2018 21:33:42 +0000 Attachments: ACAT Form.pdf; CRA_-_Estate_and_Trust.pdf; CRA.pdf; Gather Client_Information_Form.pdf; ML_One_as_of 01.23.pdf; Trustee_Certification_Form.pdf i believe this is email Noam is referring to.. please advise thank you Richard Kahn HBRK Associates Inc. 575 Lexington Avenue 4th Floor New York, NY 10022 tel 212-971-1306 fax 212-320-0381 cell 917-414-7584 Begin forwarded message: From: "Hanwacker, Steven P - NEW YORK NY" Subject: Account Opening and Transfer Documents Date: March 16, 2018 at 9:19:43 AM EDT To: ' "< Cc: "Morris, Paul V" < >, "Lehane, Sean T" < Good Morning Rich, It was a pleasure speaking with you yesterday. We have attached the above account documentation for your review. We have left these forms blank as we cannot email sensitive information. We are going to prepare a user friendly overnight package that will make the process seamless but I will give you an overview of the above forms below: Gather Client Information Form - We will need this information on Noam Chomsky and the Trustee's for the trust account. This is a Know your client form. Trustee Certification Form - We will need this for the following 3 trusts : Noam Chomsky Revocable Trust, Carol Chomsky non exempt marital trust, Carol Chomsky exempt marital trust. ACAT Form - This form is to initiate the following 5 transfers from Pershing LLC — Carol Chomsky DCSD IRA FB0 Noam Chomsky, Noam Chomsky IRA, Noam Chomsky Revocable Trust, Carol Chomsky Non Exempt Marital Trust, Carol Chomsky Exempt Marital Trust EFTA00987762 ML One — This form is to allow us to manage the assets. This needs to be signed by the account owner and the trustee's on each account. CRA - This is a Client Relationship Agreement — We will need this for the following accounts with beneficiary information : Noam Chomsky IRA Account, Carol Chomsky DCSD IRA FBO Noam Chomsky CRA - Estate and Trust - This is another Client Relationship Agreement for Estate's and Trust. This will be needed for the 3 trust accounts. Once again, it was a pleasure speaking with you yesterday and let us know if you have any questions. We look forward to working together in the future. Sincerely, Steve This message, and any attachments, is for the intended recipient(s) only, may contain information that is privileged, confidential and/or proprietary and subject to important terms and conditions available at http://www.bankofamerica.com/emaildisclaimer. If you are not the intended recipient, please delete this message. EFTA00987763