This document is a letter of authorization allowing UBS Financial Services Inc. to send a copy of tax forms for specified accounts 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, 10998, or 10990 and excludes beneficiaries or participants of qualified plans from enrolling accounts for duplicate tax information to third parties.
doj/DataSet10/EFTA01279478.pdf
{"title":"Letter of Authorization for Duplicate Recipient of Tax Records","key_people":["Kuchner Robert","Ghislaine Maxwell"],"document_date":"2011","document_type":"financial","key_locations":["685 Third Avenue, New York, NY 10017"],"document_subtype":"Letter of Authorization","key_organizations":["UBS Financial Services Inc."],"reference_numbers":["0159495149"]}