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New Depository Setup Sheet Print and fax to 770.427.7669. Type in each white space to complete before printing. Or print and manually complete. DATE Jane Kelley FDIC NUMBER Jane. Kelley qwickrate.com
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How to fill out a new depository setup sheet:

01
First, gather all the necessary information and documents such as the company's legal name, address, and tax identification number.
02
Next, provide details about the primary contact person for the depository account, including their name, title, phone number, and email address.
03
Specify the types of securities that will be deposited into the account. This could include stocks, bonds, certificates of deposit, or other financial instruments.
04
Indicate the method of delivery for the securities, whether it is through physical delivery or electronic transfer.
05
Provide information about the settlement instructions, which includes the account details where the account holder wants the securities to be settled. This could involve specifying a bank account number or any relevant wire transfer instructions.
06
Mention any additional requirements or instructions that are relevant to the depository setup process, such as special handling instructions or any specific compliance regulations that need to be followed.
07
Finally, sign and date the new depository setup sheet to confirm the accuracy and completeness of the provided information.

Who needs a new depository setup sheet:

01
Companies or organizations that want to establish a new depository account to hold their securities.
02
Financial institutions or brokerage firms that need to open a new depository account for their clients.
03
Individuals who want to set up a personal depository account to hold their investments or securities.
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The new depository setup sheet is a document used to establish a new depository account.
Any individual or organization looking to open a new depository account is required to file the new depository setup sheet.
The new depository setup sheet can be filled out by providing all required information such as account holder details, type of account, and any other relevant information.
The purpose of the new depository setup sheet is to facilitate the opening of a new depository account and ensure that all necessary information is captured.
The new depository setup sheet must include information such as account holder name, address, contact details, type of account, and any other relevant information.
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