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ADDENDUM TO THE BBS SECURITIES INC. SELF-DIRECTED RETIREMENT SAVINGS PLAN THIS ADDENDUM dated the ___ day of ___, 20___. BETWEEN: ___ (herein referred to as the \” Annuitant\”) AND: COMPUTERATE
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Computershare Trust Company is a trust company that specializes in providing trustee and fiduciary services for various financial transactions and investments.
Any entity that has engaged in financial transactions requiring trustee services may be required to file with Computershare Trust Company.
To fill out Computershare Trust Company forms, detailed information about the financial transactions and investments must be provided, along with any relevant documents.
The purpose of Computershare Trust Company is to act as a neutral third party trustee to oversee and manage financial transactions and investments on behalf of clients.
Information such as details of financial transactions, investment portfolios, beneficiary information, and any other relevant data must be reported on Computershare Trust Company forms.
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