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For you |
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For your beneficiary
(the person for whom you're saving)
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For your successor (optional:the adult who'll be in charge of the account in the event of your death) |
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*We are required by federal law to obtain, verify, and record information that identifies each person who opens an account. If you don't provide the requested information, we may not be able to open your account. If we are unable to verify your identity, the Plan reserves the right to close your account or take other steps we deem reasonable.
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