Epstein Secrets

ablish clients status as a non-U.S. person and obtain a reduced rate of withholding. Important Information for ERISA employee benefit plan clients: U.S. Department of Labor regulations require DBSI to disclose to a responsible plan fiduciary certain information in connection with the services that DBSI provides to a pla

only if clients do not want joint tenants with rights of survivorship or tenants by the entireties. Clients specify instead: Tenants in common; or Community Property (for married couples in certain states; each spouse retains 50% interest in the community property upon death of the first spouse). WM189778 015684

ablish clients status as a non-U.S. person and obtain a reduced rate of withholding. Important Information for ERISA employee benefit plan clients: U.S. Department of Labor regulations require DBSI to disclose to a responsible plan fiduciary certain information in connection with the services that DBSI provides to a pla

only if clients do not want joint tenants with rights of survivorship or tenants by the entireties. Clients specify instead: Tenants in common; or Community Property (for married couples in certain states; each spouse retains 50% interest in the community property upon death of the first spouse). WM189778 015684

ABLISH CLIENTS STATUS AS A NON-U.S. PERSON AND OBTAIN A REDUCED RATE OF WITHHOLDING. Important Information for ERISA employee benefit plan clients: U.S. Department of Labor regulations require DBSI to disclose to a responsible plan fiduciary certain Information in connection with the services that DBSI provides toe plan

LY IF CLIENTS DO NOT WANT JOINT TENANTS WITH RIGHTS OF SURVIVORSHIP OR TENANTS BY THE ENTIRETIES. CLIENTS SPECIFY INSTEAD: O Tenants in common; or Community Property (for married couples in certain states; each spouse retains 50% interest in the community property upon death of the first spouse). Signature Dat