EFTA01480713.pdf

from the client as evidence per Private Bank Policy. Trust / Estate Situs (Domicile): XX 3PM Executor or Trustee? ✓ Yes - Sole ✓ Yes - Joint • No Fiduciary Manager Non JPM Trustee(s) / Executor(s): Complete this section for Non-)PM trustees / executors. Primary Non 3PM r Individual C Organization Trustee/Executor is an List the following information for the Primary Non WM trustee / executor.If an Organization, please list under "Last Name" section and mark "First name" with a dash (-). Last Name : Darren First name : Middle Name/Initial: Indyke Address Line 1: 457 Madison Ave Address Line 2: 4th Floor City: New York State NY Province: Country: UNITED STATES Postal/Zip Code: 10022 Contact Phone: () Date of Birth :(mm/dd/YYYY) What form of goverment issued identification document did you obtain for the files? Driver's License Tax ID / Social Security Number Passport/Drivers License # List any additional Non 3PM trustees / executors in the following table. Name Date of Birth Form of Govt Issued ID Passport # / DL I Tax ID (mm/dd/yyyy) Obtained Lawrence Newman Driver's License Grantor of Trust / Estate Assets: List the following information for the grantor. Grantor is an 6. Individual C Organization If an Organization, Please list the legal name under "Last Name" section and mark "First name" with a dash (-). Is the Grantor Deceased 7 ✓ Yes No Last Name : Epstein First name : Jeffrey Middle Name/Initial: Address Line 1: 457 Madison Ave Address Line 2: 4th Floor City: New York State: NY Province: Country: UNITED STATES Postal/Zip Code: 10022 Contact Phone: Confidential Treatment Requested by JPM-SDNY-00002929 JPMorgan Chase CONFIDENTIAL SDNY_GM_00272127 EFTA01480713