This document is a letter of authorization allowing UBS Financial Services Inc. to send a copy of tax forms for a specified account to designated interested parties. The authorization is valid for ten years unless terminated by UBS or the account holder. It applies only to forms 1099, 1099R, or 1099Q and excludes beneficiaries or qualified plan participants from enrolling accounts for third-party tax information.
doj/DataSet10/EFTA01279474.pdf
{"title":"Letter of Authorization for Duplicate Recipient of Tax Records","key_people":["Robert Kuchner","Ghislaine Maxwell"],"document_date":"2011-10-11","document_type":"financial","key_locations":["New York"],"document_subtype":"Letter of Authorization","key_organizations":["UBS Financial Services Inc."],"reference_numbers":["0159495149","SDNY_GM_00028272","EFTA 00138892","EFTA01279474"]}