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Document Mentions (5 shared documents)
2 mentions1 same-page
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ransfers to this account originate from a same name inherited IRA of the same type indicated on this IRA Account Application (e.g., Traditional IRA, Roth IRA) and/or a direct rollover from a qualified plan which named you as beneficiary. Accounts with Cash Management Features The Agreements and Disclosu
tee, you represent that the grantor has full power and authority under the trust agreement and applicable law to freely amend and revoke the trust. Grantor Authorizadon for Credit Disclosure By signing a UBS Trustee Certification and Agreement, each grantor agrees that: You authorize UBS to obtain a credit report o
2 mentions1 same-page
Page ?Same page
ransfers to this account originate from a same name inherited IRA of the same type indicated on this IRA Account Application (e.g., Traditional IRA, Roth IRA) and/or a direct rollover from a qualified plan which named you as beneficiary. Accounts with Cash Management Features The Agreements and Disclosu
tee, you represent that the grantor has full power and authority under the trust agreement and applicable law to freely amend and revoke the trust. Grantor Authorizadon for Credit Disclosure By signing a UBS Trustee Certification and Agreement, each grantor agrees that: You authorize UBS to obtain a credit report o
2 mentions1 same-page
Page ?Same page
ransfers to this account originate from a same name inherited IRA of the same type indicated on this IRA Account Application (e.g., Traditional IRA, Roth IRA) and/or a direct rollover from a qualified plan which named you as beneficiary. Accounts with Cash Management Features The Agreements and Disclosu
tee, you represent that the grantor has full power and authority under the trust agreement and applicable law to freely amend and revoke the trust. Grantor Authorizadon for Credit Disclosure By signing a UBS Trustee Certification and Agreement, each grantor agrees that: You authorize UBS to obtain a credit report o
Sponsored
2 mentions1 same-page
Page ?Same page
ransfers to this account originate from a same name inherited IRA of the same type indicated on this IRA Account Application (e.g., Traditional IRA, Roth IRA) and/or a direct rollover from a qualified plan which named you as beneficiary. Accounts with Cash Management Features The Agreements and Disclosu
tee, you represent that the grantor has full power and authority under the trust agreement and applicable law to freely amend and revoke the trust. Grantor Authorizadon for Credit Disclosure By signing a UBS Trustee Certification and Agreement, each grantor agrees that: You authorize UBS to obtain a credit report o
2 mentions1 same-page
Page ?Same page
ransfers to this account originate from a same name inherited IRA of the same type indicated on this IRA Account Application (e.g., Traditional IRA, Roth IRA) and/or a direct rollover from a qualified plan which named you as beneficiary. Accounts with Cash Management Features The Agreements and Disclosu
tee, you represent that the grantor has full power and authority under the trust agreement and applicable law to freely amend and revoke the trust. Grantor Authorizadon for Credit Disclosure By signing a UBS Trustee Certification and Agreement, each grantor agrees that: You authorize UBS to obtain a credit report o
Sponsored
Mutual Connections (54)
Entities connected to both Roth IRA and Grantor Authorizadon
UBS Bank
ORGANIZATION15 w/ Roth·6 w/ Grantor
Eric Holder
PERSON15 w/ Roth·6 w/ Grantor
Samantha Power
PERSON15 w/ Roth·6 w/ Grantor
European Parliament
ORGANIZATION15 w/ Roth·6 w/ Grantor
New Yorker
ORGANIZATION15 w/ Roth·6 w/ Grantor
Puerto Rico
LOCATION15 w/ Roth·6 w/ Grantor
Business Services
ORGANIZATION15 w/ Roth·6 w/ Grantor
the State of New York
LOCATION15 w/ Roth·6 w/ Grantor
the Southern District
LOCATION15 w/ Roth·6 w/ Grantor
UBS Financial Advisor
ORGANIZATION15 w/ Roth·6 w/ Grantor
Ghislaine Maxwell
PERSON15 w/ Roth·6 w/ Grantor
Cayman Islands
LOCATION15 w/ Roth·6 w/ Grantor
UBS Visa
ORGANIZATION15 w/ Roth·6 w/ Grantor
the Federal Arbitration Act
ORGANIZATION15 w/ Roth·6 w/ Grantor
the U.S. Investment Company Act
ORGANIZATION15 w/ Roth·6 w/ Grantor
Credit Cards
ORGANIZATION15 w/ Roth·6 w/ Grantor
BP
Bill Payment
PERSON15 w/ Roth·6 w/ Grantor
Visa Signature
ORGANIZATION15 w/ Roth·6 w/ Grantor
the Puerto Rico Short Term Investment Fund, Inc.
ORGANIZATION15 w/ Roth·6 w/ Grantor
New York Municipal Money Fund
ORGANIZATION15 w/ Roth·6 w/ Grantor