Common use of ESTATE ACCOUNT Clause in Contracts

ESTATE ACCOUNT. If an estate account is designated in the account opening documents, the Applicant is the executor or personal representative of the estate in that capacity. You may require estate documentation to release funds from any account(s) upon the death of the Applicant. Estate documentation means any document that may be required by you, in your sole discretion, and may include a Death Certificate, notarial Last Will and Testament or Court Grant.

Appears in 12 contracts

Samples: Financial Services Agreement, Financial Services Agreement, Financial Services Agreement

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ESTATE ACCOUNT. If an estate account is designated in the account opening documents, the Applicant is the executor or personal representative of the estate in that capacity. You may require estate documentation to release funds from any account(s) upon the death of the Applicant. Estate documentation means any document that may be required by you, in your sole discretion, and may include a Death Certificate, notarial Last Will and Testament or Court Grant. 34.

Appears in 1 contract

Samples: Financial Services Agreement

ESTATE ACCOUNT. If an estate account is designated in the account opening documents, the Applicant is the executor or personal representative of the estate in that capacitycapability. You may require estate documentation to release funds from any account(s) upon the death of the Applicant. Estate documentation means any document that may be required by you, in your sole discretion, and may include a Death Certificate, notarial Last Will and Testament or Court Grant.

Appears in 1 contract

Samples: Financial Services Agreement

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ESTATE ACCOUNT. If an estate account is designated in the account opening documents, the Applicant is the executor or personal representative of the estate in that capacitycapabilitycapacity. You may require estate documentation to release funds from any account(s) upon the death of the Applicant. Estate documentation means any document that may be required by you, in your sole discretion, and may include a Death Certificate, notarial Last Will and Testament or Court Grant.that

Appears in 1 contract

Samples: Terms and Conditions for Financial Services Personal

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