📄 Extracted Text (161 words)
Cynthia Rodriguez
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, 24th Fl 10154-0004 New York, NY, USA
From: Bella Klein [mailto:
Sent: Friday, February 02, 2018 12:49 PM
To: Cynthia Rodriguez
Subject: Re: 2017 Caterpillar Trust - JE As Grantor to DW and LG as Trustees
of The 2017 Caterpillar Trust January 3 2017
I believe that you have all documents, please confirm when account will be
opened.
Thank you,
Bella
Tel:
On Feb 2, 2018, at 11:52 AM, Cynthia Rodriguez e >
wrote:
Hi Bella,
We will need the following information:
2017 Caterpillar Trust:
Tax ID
EFTA01409075
0 Address
0 Date of Incorporation
0 Trust Agreement
For Grantor/Trustee/Beneficiaries:
Name
0 Address
0 Date of Birth
0 Social Security Number
Employment Information (name of employer, address etc)
Photo ID
Please confirm which account will fund this new trust. Feel free to reach
out if you have any questions. Thanks!
Kind regards,
Cynthia Rodriguez
EFTA01409076
ℹ️ Document Details
SHA-256
836f0eaea0f4c65c6fcbb22bda0a6395d6c121a689b729d2f1d04feab47eb542
Bates Number
EFTA01409075
Dataset
DataSet-10
Document Type
document
Pages
2
Comments 0