This document is an account agreement outlining the responsibilities and acknowledgments of the client regarding their account with DBSI. It includes sections on trusted contact person information, client responsibilities for tax and compliance, and important information for ERISA employee benefit plan clients. The document also mentions the client's ability to update information or revoke authorization, and the requirement for a fiduciary to acknowledge reading a disclosure related to DBSI's services.
doj/DataSet10/EFTA01377842.pdf
{"document_type":"correspondence","document_subtype":"account agreement","key_organizations":["DBSI","Pershing","Internal Revenue Service","U.S. Department of Labor"],"reference_numbers":["WM189778 015684.080218","DB-SDNY-0074995","SDNY_GM_00221179","EFTA01377842"]}