This document is an account agreement acknowledgment form where the client acknowledges receiving, reading, and agreeing to the terms and conditions of the account agreement, including a pre-dispute arbitration clause. It also includes tax and compliance responsibilities for both individual and entity accounts, with specific instructions for ERISA employee benefit plan clients.
doj/DataSet10/EFTA01390373.pdf
{"document_type":"financial","document_subtype":"Account Agreement","key_organizations":["DBSI","Internal Revenue Service","U.S. Department of Labor"],"reference_numbers":["13-AWM-0196","012145.032813"]}