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Get 403(b)(7) Custodial Account Application - Uminfopoint Umsystem

And record information that identifies each person who opens an account. What this means for you: On this New Account Form, we ask for the name, residential street address, date of birth, and Social Security number for each account owner (and person(s) opening an account on behalf of others, such as custodians) that will allow us to verify the identity of the person(s) opening the account. If we do not receive all of the required information, we will not be able to open your account or place th.

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