EFTA00235898.pdf
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Message
From:
Sent:
To:
CC:
Subject:
Hi
Shkreli, Juliana
2/21/2014 10:20:26 PM
Ramdeen, Vijai I
I; Waldron, Chelsey Devon I
RE: Maxwell IRA
I; Garcia, Camille
Confirming we received your package. We will review and let you know if we have any questions.
Thanks!
Juliana
From: Shkreli, Juliana
Sent: Friday, February 21, 2014 9:56 AM
To:
Cc: Ramdeen, Vijai; Waldron, Chelsey Devon; Garcia, Camille; Shkreli, Juliana
Subject: RE: Maxwell IRA
Hi
Yes, we are referring to the
account. We will submit the account for approval and email you
any additional paperwork today.
Thanks!
Juliana
From:
Sent: Thursday, February 20, 2014 6:09 PM
To: Shkreli, Juliana
Subject: Maxwell IRA
Hi Juliana,
I just want to confirm that the IRA account (the only one I see in her JPM account) you are referring to is the account ending
in-with
$50k? If it is this one, she would like to make me the beneficiary.Her mum was the previous beneficiary and
unfortunately she passed away last summer.
( Personal Assistant)
Can this paperwork be sent to her via email or should I have someone collect the documents tomorrow? Is everything else set
for the account transition? Or are there any other answers you are waiting for on our end?
Many thanks for all of your help,
CONFIDENTIAL
UBSTERRAMAR00000169
EFTA00235898
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Document Details
| Filename | EFTA00235898.pdf |
| File Size | 67.4 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 1,329 characters |
| Indexed | 2026-02-11T11:55:13.899986 |