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The Skinny on Account Ownership Types Quizlet

  • 1.

    Two unrelated parties set up a joint account. To whom MUST the brokerage send periodic account statements?

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  • 2.

    A, B, C and D set up a joint account. A and B are related; they want to set up their piece of the account as a survivorship account. C later dies, followed shortly by B. How is the account divided?


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