Individual Transfer On Death Account Agreement Pershing

<str> interding< str> <>sstrans<fer > t s 1. COMPTE INFORMATIONAccount TitleCount number – STEP 2. AUTHORIZATION AND ACCORDI, the undersigned, pershing LLC („pershing“), as a countervailing agent for , my broker, a <str> Transfer></stron to dedath accounts on terms and conditions and diti. This agreement not replace other agreements that I have made on my behalf and I agree that I am bound tinue to such agreements.1. In my lifetime, I retain full ownership of the securities held in my account. I am the only one who can an, transfer, buy or sell securities, ey or other real estate on my behalf.2. Until receive notification of my death, as defined here,Pershing, without further instruction must be transferred from any other personon, transfer all oney, securities and other assets from my account to separate new accounts called for personson („beneficiaries“) or persons („beneficiaries“) in accordance with Step 3, or, if authorized by current legislation, Contingent beneficiary or Ctingentee beneficiaries covered in Stage 3 below, subject to the conditions set out below and diti. Recipients and beneficiaries include, if beneficiaries and Contingent beneficiaries. If more than a beneficiary is mentioned and no percentage is indicated, the payment is made equally to each beneficiary or, in the event of the death of a beneficiary, the Conenficiar (s) that will survive me. Any recipient of Contingent, who is one beneficiary, is considered a beneficiary if the beneficiary mentioned above him transfers me.

Any transfer of , securities and other assets in my account is subject to all rights of pawn, foreclosures, mortgages, securities accounts that are granted to pershing, securities and other property, my broker or other third parties. These pledges, etc., must be filled out before the transfer to a beneficiary, unless Pershing has agreed otherwise.3 If a beneficiary is a minor in the relevant case law minor at the time of receipt of Pershing`s death notice, and Pershing is informed that the beneficiary`s shares are transferred to an account deposit or other guardianship account, to his advantage, until obtain appropriate documentation.4.

Kategorie Allgemein
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