Wolters Kluwer Financial Services

Multipurpose Multiparty Account Agreements—Consumer

This document includes back-up withholding instructions, back-up withholding certification, knock-out signature areas for scanning, a check box to verify the customer's receipt of a Check 21 Act disclosure, and the ability to collect information on multiple parties. It contains notices and collects information to help you comply with the customer identification requirements of Section 326 of the USA PATRIOT Act. State-specific versions are available for all 51 jurisdictions.

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