Account Title Sample Clauses

Account Title. You have the option to name the Account you are establishing. You may select a name in honor of yourself, your family, relatives, friends, or a charitable purpose (e.g., “Donor Family Fund”). BNY Charitable will review and must approve the name for an Account. It is recommended to use “Fund” in the name to signify the separate nature of the Account. To preclude certain legal implications, DO NOT use the words “Foundation,” “Trust,” or “Endowment,” to designate Accounts. ▇▇▇▇▇▇ made to a charitable recipient are accompanied by an acknowledgment letter, which will reference the Account name, unless anonymity is specifically requested. Proposed Account Name:

Account Title. ▇▇▇▇▇ ▇▇▇▇▇▇▇▇ Lutheran School Reference: please use your account code Bank Direct Debit

Account Title. Full Name of Applicant (First, Middle, Last) Social Security # Date of Birth Home Address (P.O. Box unacceptable) City State/Province Country Zip Length of Residence Mailing Address (P.O. Box acceptable if physical address provided above) City State/Province Country Zip Home Phone Number Business Phone Number Fax Number Email Address 3. Verification Information. IMPORTANT INFORMATION ABOUT OPENING A NEW ACCOUNT To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means to you: When you open an account, we will require your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents. Identification Provided: For Individuals:  Driver’s License  Passport/Visa  Other _ Issuer: _ ID Number: _ Date of Issuance (If applicable): _ _ Date of Expiration: _ _

Account Title. Signature of Account Holder(s)

Account Title. Account Number

Account Title. Attorney Client Trust Account