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Until the Grantor reaches the age of majority the parent or guardian will exercise the duties of the Grantor. IRA Application For Traditional ROTH SEP and SIMPLE IRAs Mail to Friess Small Cap Growth Fund c/o U.S. Bancorp Fund Services LLC PO Box 701 Milwaukee WI 53201-0701 Overnight Express Mail To Friess Small Cap Growth Fund 615 E. Michigan St. FL3 In compliance with the USA PATRIOT Act all mutual funds are required to obtain the following information for all registered owners and all...
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The authorized individual's full name is the complete name of the person who is given permission or legal authority to act on behalf of a business or organization.
The authorized individual or their designated representative is required to file the authorized individual's full name.
The authorized individual's full name should be filled out by providing their first name, middle name (if applicable), and last name in the designated fields.
The purpose of the authorized individual's full name is to identify and acknowledge the individual who has the legal authority to represent or act on behalf of the business or organization.
The authorized individual's full name, along with any necessary identifying information such as their position or role within the business or organization, must be reported.
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