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POOLED SPECIAL NEEDS TRUST JOINER AGREEMENT for a THIRDPARTY SUBACCOUNT Good Shepherd Fund 1641 North First Street San Jose, CA 95112 408.573.9606 (p) 408.573.9609 (f) JOINER AGREEMENT By this Joiner
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How to fill out third-party sub-account - goodshepherdfund

01
Log in to the Good Shepherd Fund website.
02
Go to the 'Accounts' section.
03
Click on 'Create New Account'.
04
Select 'Third-Party Sub-Account' option.
05
Fill out the necessary personal information such as name, address, and contact details.
06
Provide the required documentation like identification proof and address proof.
07
Specify the type of sub-account you wish to set up for the Good Shepherd Fund.
08
Verify all the information provided and submit the application.
09
Wait for the approval process to complete.
10
Once approved, you will receive your third-party sub-account details.

Who needs third-party sub-account - goodshepherdfund?

01
Individuals who want to contribute to the Good Shepherd Fund on behalf of someone else.
02
Organizations or companies that wish to donate funds to the Good Shepherd Fund under a separate sub-account.
03
Fundraisers or crowdfunding platforms that require a separate sub-account for collecting donations for the Good Shepherd Fund.
04
Financial institutions or banks that want to manage their clients' donations to the Good Shepherd Fund through a separate sub-account.
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Third-party sub-account - goodshepherdfund is a separate account designated for the management of funds on behalf of a third party, specifically the Good Shepherd Fund.
Any entity or individual managing funds on behalf of the Good Shepherd Fund is required to file the third-party sub-account.
To fill out the third-party sub-account for the Good Shepherd Fund, one must provide detailed information about the funds managed and their transactions.
The purpose of the third-party sub-account for the Good Shepherd Fund is to ensure transparency and accountability in the management of funds on behalf of a third party.
The third-party sub-account for the Good Shepherd Fund must report detailed information about the funds managed, including income, expenses, and any transactions.
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