Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by Client and the accuracy of its contents is hereby acknowledged by Client. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronically. Client further acknowledges that it is Client’s responsibility to provide LPL and IAR with updated information as necessary and that LPL and IAR have the right to rely on this information. Client agrees to promptly notify LPL in the event that his or her country of residence or citizenship status changes, and Client acknowledges and agrees that such notification may result in termination of his or her account by LPL under Section 8 above if LPL does not service accounts in the new jurisdiction. Important information about procedures for opening this Account: To detect and stop the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an Account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, IAR may also ask to see a valid driver’s license or other identifying documents.
Account Application. Please carefully complete, provide all supplemental information and sign where directed.
Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by Client and the accuracy of its contents is hereby acknowledged by Client. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronically. Client further acknowledges that it is Client’s responsibility to provide LPL and IAR with updated information as necessary and that LPL and IAR have the right to rely on this information. Important information about procedures for opening this Account. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, IAR may also ask to see a valid driver’s license or other identifying documents.
Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by Advisor and Client and the accuracy of its contents is hereby acknowledged by Client. Client further acknowledges that it is Client’s responsibility to provide LPL, FutureAdvisor and Advisor with updated information as necessary and that LPL, FutureAdvisor and Advisor have the right to rely on this information. Client will provide such updates by updating his or her investor profile questionnaire, direct email to Advisor or telephone call to Advisor or by contacting the operational support desk at such phone number posted on the Investor Portal and indicating Client has an agreement with LPL. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronically. Important information about procedures for opening this Account: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, Advisor may also ask to see a valid driver’s license or other identifying documents.
Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by Client and the accuracy of its contents is hereby acknowledged by Client. By signing the Account Application, Client and Advisor agree to the terms and conditions of this Agreement. Advisor and LPL may accept the Account electronically. Client further acknowledges that it is Client’s responsibility to provide LPL and Advisor with updated information as necessary and that SMA Portfolio Manager, LPL, and Advisor have the right to rely on this information. Client acknowledges and agrees that the Account Application does not make or imply any guarantee to the attainment of your investment objective. Client agrees to promptly notify LPL in the event that his or her country of residence or citizenship status changes, and Client acknowledges and agrees that such notification may result in termination of his or her account by LPL under Section 8 above if LPL does not service accounts in the new jurisdiction. Important information about procedures for opening this Account: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an Account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, Advisor may also ask to see a valid driver’s license or other identifying documents.
Account Application. The application I prepare and submit to open an Account and as part of which I consent to the terms and conditions of this Agreement, including all information provided by me in connection with the opening or maintenance of my Account.
Account Application. When opening the Client’s first account with the Bank, each Client must sign an Account Application.
Account Application. To open an Account, you need to complete and sign a Plan application (the “Application”). Your signature on the Application indicates your agreement to and acceptance of all terms in this Plan Description and in the attached Participation Agreement between you and the Treasurer. On your Application, you need to designate a Beneficiary for the Account and select the Investment Portfolio(s) in which you want to invest your contributions. You may open your account online at xxx.XxxxxxXxxxx.xxx or to obtain an Application and enrollment kit, call the Plan (contact information is located on page i and the final page of this Plan Description) or go to the Plan’s website. You may complete and submit the Application online or you may mail a completed Application to the Plan. After the Plan receives your completed Application in good order, including a check or authorization for your initial contribution, if any, the Plan will open an Account for you. Contributions to an Account can be made in any dollar amount. To open an Account, you need to provide your name, address, Social Security number or taxpayer identification number and other information that will allow the Plan to identify you, such as your telephone number. The address you provide must be a permanent U.S. address and not a post office box and, in order to continue to make contributions, your account must always have a permanent U.S. address associated with it. Until you provide the required information, the Plan will not be able to open your Account. There may be only one Account Owner per Account. Account Ownership. To be an Account Owner, you must be: • Any U.S. citizen or individual residing in the U.S. with a valid Social Security number or taxpayer identification number who is at least 18 years of age, at the time the Account is opened and a contribution is made. • A trust, estate, corporation (including an IRC Section 501(c)(3) organization) or other type of entity with a valid taxpayer identification number. • A custodian under the UGMA or UTMA with a valid Social Security number or taxpayer identification number. • A state or local government organization. Accounts opened by entities, Section 501(c)(3) organizations, state and local governments, trusts and UGMA/UTMA custodians are subject to additional restrictions and must provide documentation evidencing the legal status of the entity and the authorization of the representative to open an Account and to request Account transactions. UGMA/UT...
Account Application. Please carefully complete, provide all supplemental information and sign the Account Application form on page 10 of this packet.
Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by IAR and Client and the accuracy of its contents is hereby acknowledged by Client. Client further acknowledges that it is Client’s responsibility to provide LPL, FutureAdvisor and IAR with updated information as necessary and that LPL, FutureAdvisor and IAR have the right to rely on this information. Client will provide such updates by updating his or her investor profile questionnaire, direct email to IAR or telephone call to IAR or by contacting the operational support desk at such phone number posted on the Investor Portal and indicating Client has an agreement with LPL. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronically. Important information about procedures for opening this Account: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, IAR may also ask to see a valid driver’s license or other identifying documents.
