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San 01NUMMI ONV NOIS
Signature Page
Ghisialne Maxwell
Account Number and Description Signature Requirement
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By signing below and depositing cash or securities in my account, I acknowledge that I have read, understand and agree with the enclosed UBS Client
Relationship Agreement, as well as the terms, conditions and disclosures in the Agreements and Disclosures booklet that I previously received,
IRA Benefldary Designation Electronic Delivery Consent
By signing below, I designate the beneficiary or beneficiaries that appear As you requested, we have sent your agreements and disclosure booklet
on the enclosed Account information pages. and other account-related documents electronically to
which we consider to be the e-mall address of
Employer Retirement Plan Rollovers record or all owners of the account. The Information is also available at
For fOlloVPIS born an employees retirement darn I have reviewed the www.ubs.com/accountdisdosures or by request to your financial Advisor.
options available and evaluated the Investment and non-investment Scott Stedman I Lyle Cavielat 1.212-821.7000.
considerations described in the IRA Rollover Disclosure avallabe In the
Agreements and Disclosures booklet; I understand the fees and costs
associated with IRA and I have made the decision to roll over my
assets to a UBS IRA independently. I also understand that if UBS
provides services to my employees retirement plan, none of the
information provided to me by MIS or its employees about rolhng over to
an IRA was provided as part of any existing fiduciary relationship to the
plan under ERISA and that neither UBS nor its employees acted as an
ERISA fiduciary in supplying such information.
The Client Relationship Agreement contains a pre-dispute arbitration clause located in the final section under the title "Arbitration'
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For Accounts:
Y1 23697 Traditional IRA - Sole Owner
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CONFIDENTIAL 19
EFTA 00131056
EFTA01273264
ℹ️ Document Details
SHA-256
30a5c0106a0c252865f3eee0fee16109bb694880295244efd0d55b92d286a953
Bates Number
EFTA01273264
Dataset
DataSet-10
Type
document
Pages
1
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