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To Be Completed by Sterne Agee Leach Inc. LETTER OF ACCEPTANCE To the prior trustee or custodian Please be advised that Sterne Agee Leach Inc. will accept the above captioned account as successor custodian. Authorized Signature of Successor Custodian OFFICE USE ONLY DO NOT FAX---SEND ORIGINAL FORM AND COPY OF STATEMENT TO ACATS DEPT. AT ADDRESS LISTED BELOW. 813 SHADES CREEK PARKWAY SUITE 100B BIRMINGHAM ALABAMA 35209 888-678-3763 FAX 205-414-7324. I I affirm that I have destroyed or...
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Bank or mutual fund is a financial institution that pools money from investors to invest in various financial securities such as stocks, bonds, and money market instruments.
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Individuals who earn income through investments in bank or mutual funds are required to file bank or mutual fund.
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Information such as the name of the bank or mutual fund, the total income earned, gains or losses realized, and any dividends received must be reported on bank or mutual fund.
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