EFTA00235898.pdf
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📄 Extracted Text (215 words)
Message
From: Shkreli, Juliana
Sent: 2/21/2014 10:20:26 PM
To:
CC: Ramdeen, Vijai I I; Waldron, Chelsey Devon I I; Garcia, Camille
Subject: RE: Maxwell IRA
Hi
Confirming we received your package. We will review and let you know if we have any questions.
Thanks!
Juliana
From: Shkreli, Juliana
Sent: Friday, February 21, 2014 9:56 AM
To:
Cc: Ramdeen, Vijai; Waldron, Chelsey Devon; Garcia, Camille; Shkreli, Juliana
Subject: RE: Maxwell IRA
Hi
Yes, we are referring to the account. We will submit the account for approval and email you
any additional paperwork today.
Thanks!
Juliana
From:
Sent: Thursday, February 20, 2014 6:09 PM
To: Shkreli, Juliana
Subject: Maxwell IRA
Hi Juliana,
I just want to confirm that the IRA account (the only one I see in her JPM account) you are referring to is the account ending
in-with $50k? If it is this one, she would like to make me the beneficiary.Her mum was the previous beneficiary and
unfortunately she passed away last summer.
( Personal Assistant)
Can this paperwork be sent to her via email or should I have someone collect the documents tomorrow? Is everything else set
for the account transition? Or are there any other answers you are waiting for on our end?
Many thanks for all of your help,
CONFIDENTIAL UBSTERRAMAR00000169
EFTA00235898
ℹ️ Document Details
SHA-256
7ebfa62d7e4decdbf7d5504bae598ba90bf4de56f73c2a8c1fc8e2660424fe4d
Bates Number
EFTA00235898
Dataset
DataSet-9
Type
document
Pages
1
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