EFTA Document EFTA01340328

Client File Review Salesperson Name Serakei , 1ch. Custody with MGT? Yes No O Do we have Custody Access? Yes Statement Reviewed? Yes No IRes, for month ending: e<ro,49 • Account Type and -Documents: Primary Does: Morgan / Asset Client Name 7,45w Kid SPN 9S Individual/Joint Partnership** Corp:** O W-8 / W-9 O W-S / W-9 O Part. Agreement . Resolution Trust RIA Other (Please indicate) O W-8 / W-9 ri Blanket letter n 407 Letter O Custody O Trust Agreement ' Auth. L