This document outlines the terms and conditions under which DBSI (presumably a financial institution) will follow the instructions of an authorized agent regarding the management of the account(s) of the undersigned. It specifies the limitations and authorizations granted to the agent, including the ability to receive account statements, make trades, and transfer assets. The document also discusses the need for a Statutory Major Gifts Rider if the agent is to make gifts from the account(s). The authorization remains in effect until revoked in writing or upon the undersigned's incompetence or death.
doj/DataSet10/EFTA01384109.pdf
{"key_people":["Undersigned","Agent(s)"],"document_type":"correspondence","document_subtype":"authorization document","key_organizations":["DBSI"],"reference_numbers":["11-PWM-0985 (01/12)","009611-010512","DB-SDNY-0084122","SDNY_GM_00230306","EFTA01384109"]}