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[DOC File]AICPA Plain English Guide to Independence
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For example, if you invest in a participant-directed 401(k) plan, whereby you are able to select the investments held in your account or are able to select from investment alternatives offered by the plan, you would be considered to have a direct financial interest not only in the 401(k) plan but also in the investments held in your account.
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[DOCX File]Instructions
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includes an individual, general or limited partnership, joint stock company, unincorporated association or society, municipal or other corporation, incorporated association, limited liability partnership, limited liability company, the State, an agency or political subdivision of the State, a court, and any other governmental entity.
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[DOC File]Chapter 302 - SSI Related Resources - Liberalized
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If only one account holder is an applicant/beneficiary, the entire account is counted as his. Exception #2: For an institutionalized individual with a joint bank account or time deposit (Jim Smith or Eve Thomas), assume all of the funds belong to him. Table of Contents. 302.08.03 Equitable Ownership (Eff. 02/01/06)
individual vs joint investment account

Investor Relations | Burning Rock Biotech Limited
The manner in which a Beneficial Owner holds ADSs (e.g., in a brokerage account vs. as registered holder) may affect the rights and obligations of, the manner in which, and the extent to which, services are made available to, Beneficial Owners …
etrade individual vs joint account

[DOC File]Chapter 1
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Joint Tenancy. Most of us have at least a simple estate plan. Owning assets in joint names is a simple estate plan. With joint ownership, my joint tenant will receive my bank account or my home immediately upon my death. There is generally no delay, no interference by the probate court, and the process is plain and simple.
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Investors | Investor Information | COMPASS Pathways plc
The manner in which a Beneficial Owner holds ADSs (e.g., in a brokerage account vs. as registered holder) may affect the rights and obligations of, the manner in which, and the extent to which, services are made available to, Beneficial Owners …
joint tenant brokerage account

[DOC File]A GLOSSARY OF CREDIT UNION TERMS
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Joint Account A credit arrangement for two or more people, enabling all to use an account and assume liability to repay. Joint Tenancy A legal term meaning that two or more people own an asset together and yet have equal individual rights to it.
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Joint brokerage account vs individual