Epstein File EFTA01464673: JP Morgan and Professional (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01464673: JP Morgan and Professional (DS10)

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This document is a custodial account transfer form or instruction document related to a JP Morgan account titled 'The Haze' with clearing number W48054006. It provides guidance to account holders regarding the selection of a new custodian, references to investment professionals and financial organizations, and advisories about consulting tax professionals due to tax consequences of rolling over funds or property.

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JP Morgan professional

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PersonKeyword

Excerpt 1

DELIVERING ACCOUNT INFORMATION CLEARING NUMBER: ACCOUNT NUMBER: FIRM NAME: ACCOUNT TITLE: (As it appears on your statement) W48054006 **JP** **Morgan** The Haze

Excerpt 2

Contact your investment **professional** or financial organization if you have any questions. The new custodian must provide the appropriate paperwork.

Excerpt 3

If you have selected someone other than Pershing LLC as custodian, have your investment **professional** or financial organization obtain the necessary signatures