Account Handling. The Designated Custodian (“The Custodian”) will automatically hold all of your securities purchased, sales proceeds, dividends and interest. The Custodian will also release your name, address and securities positions to authorized agencies and entities, including companies in which we hold securities for your Account, upon request, unless you notify us otherwise in writing.
Appears in 26 contracts
Sources: 403(b)(7) Account Application and Agreement, Health Savings Account Enrollment & Agreement, Health Savings Account Enrollment & Agreement