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UBS
Authorized Agent/Dual Signor Addendum
UBS Financial Services Inc.
Account Number
TIN
To add an additional check user on the Resource Management Account' (BMA') or Business Services Account Bse, complete the Authorized
Agent for RMNBusiness Services Account BSA Check Writing and the Account Holder Certification sections. To remove an authorized agent,
complete the Authorized Agent Removal and the Account Holder Certification sections. If the duaksignature option is selected on the Account
Application, complete the Dual Signors for RMAA3usiness Services Account BSA Check Writing and the Account Holder Certification sections.
The Account Holder must sign the Account Holder Certification section located on the next page.
Authorized Agent for BMA/Business Services Account MA Check Writing
Each additional check user (who is riot a minor) named below is appointed an agent to me, unaffected by my subsequent disability or
incompetence, to effect checking transactions m my designated UBS Financial Services inc. account. As indicated below, the additional check
user is authorized to act on my behalf to write checks for the payment or withdrawal of funds drawn on the designated UBS Financial Services
Inc. account or payable to me and bearing the signature or signatures now or hereafter authorized by me without limit as to amount, without
inquiry and without regard to its application UBS Financial Services Inc. will send all confirmations, notices, demands, statements and other
communications regarding checking activity in the designated UBS Financial Services Inc. account to me. IRS Financial Services Inc owes no
.
.
. obligations to additional check users and may, but is not required to, act on instructions or respond to communications from such additional
loop
• .
.
-
users
•
•
. •
• Agent First Name
last Name
Date of Birth
59
•
-
Country of Citizenship
USA K Other (specify):
PassportKedula:
Address Line
Address Line 2
United States of America
City
State/Province
ZipiPostal Code
Country
Home Phone
Additional fees may apply Please see New Account booklet for details.
Sign Here only if adding an authorized agent
DWI% I
tesn e
Agent First Name
last Name
Agent Signature
Date
Authorized Agent Removal for RMA/Business Services Account BSA Check Writing
if you are removing an authorized agent, please print the name of the agent you are removing below.
Specify Name only if removing an agent.
Agent First Name
last Name
0123905603i
AC-RW (Rev. 12/14)
02014 UBS Financial Services Inc. All rights reserved. Member SIPC
Page 1/2
CONFIDENTIAL
UBSTERRAMAR00000762
EFTA00236456
UBS
Authorized Agent/Dual Signor Addendum
Dual Signors for RMA/Business Services Account BSA Check Writing
Duel-Signature checks require two signatures at all times. if you are designating more than two signors and you would like one of the
signors to be required, at all times, please check 'Required' next to the signoes name. Only one individual can be a required signor. If you do
not designate a required signor, please specify all signors as optional. If the individual designated below is not a UBS Financial Services Inc client
(i e. account holder, authorized agent, power of attorney, etc ) also complete the Authorized Agent for RMABusiness Services Account BSA
Check Writing section above.
E
Check here if you do NOT want UBS Financial Services Inc to order new dual signature checks If checked, you will be responsible for
obtaining checks with dual signatures. 1185 Financial Services Inc will not accept single signature checks.
Dual Signor First Name
Last Name
Specify the type of signor. 0
Required
0
Optional
Sign Here only if adding a Dual Signor
Dual Signor First Name
Last Name
Specify the type of signor: K Required
Optional
Dual Signet's Signature
Date
Dual Signor's Signature
Date
Note: you must complete and sign a new addendum to add, remove or update dual signors. U8S Financial Services Inc wil rely on the most
recently dated addendum to supercede and replace any other previous dual signor addendum on file
Account Holder Certification
By signing below, I UNDERSTAND, ACKNOWLEDGE AM) AGREE that (1)1 have reviewed all of the information contained in this addendum and
I declare it as true and accurate and t2) UBS Financial Services Inc is authorized to rely upon the authority conferred by this document until UBS
Financial Services Inc. receives an updated copy of this form revoking or modifying this addendum
(nhicirnne
Account Holder First Name
Account Holder Fest Name
Last Name
AC RW iRev 12/14)
0123905603i
)(
Account Holder Signature
Date
Account Holder Signature
Date
O2014 UBS Financial Services Inc All ghts reserved. Member SIPC
Page 2i.
CONFIDENTIAL
UBSTERRAMAR00000763
EFTA00236457