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How do I fill this out?
To fill out this form, you will need to provide information about your account and the differences in your name. Make sure to print a copy for your signature. A representative may call you to confirm the request before it is processed.
How to fill out the J.P. Morgan Certification of One and the Same Person?
1
Provide information about the account.
2
Certify the differences in your name.
3
Select the request type.
4
Sign the form in the presence of a notary public.
5
Submit the form according to given instructions.
Who needs the J.P. Morgan Certification of One and the Same Person?
1
JPMS account holders who need to certify name variations for their accounts.
2
Individuals handling physical security deposits with name discrepancies on certificates.
3
Estate beneficiaries requiring certification of name for beneficiary-related transactions.
4
Anyone verifying their identity with differing name variations on JPMS records.
5
Users needing to document the same person despite different account holder/beneficiary names.
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1
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2
Edit the required text fields within the form.
3
Add any necessary annotations or notes.
4
Digitally sign the form if required.
5
Save the edited document and download it for submission.
What are the instructions for submitting this form?
To submit this form for account maintenance, fax it to (800) 805-3909 or mail it to J.P. Morgan Securities LLC, Attn: JPMS Account Processing, Mail Code: IL1-0291, 10 S. Dearborn St., Chicago, IL 60603. For physical security deposits, mail the form to J.P. Morgan Securities LLC, Attn: JPMS Physical Securities Processing Dept., Mail Code: NY1-C060, 4 Chase Metrotech Center, Brooklyn, NY 11245-0001. For estate/beneficiary-related transactions, fax the form to (866) 786-4784 or mail it to J.P. Morgan Securities LLC, Attn: Estate Services, Mail Code: IL1-0817, 10 S. Dearborn St., Chicago, IL 60603. Ensure you include any required attachments before submission. For secure message submission instructions, visit www.chase.com/brokerageforms.
What are the important dates for this form in 2024 and 2025?
There are no specific important dates for submission of this form in 2024 and 2025, but ensure timely submission based on your need for account maintenance, physical security deposits, or estate/beneficiary transactions.
What is the purpose of this form?
The Certification of One and the Same Person form is essential for confirming that J.P. Morgan Securities LLC accounts and documents belong to the same individual despite variations in name. This certification is important in ensuring accuracy and consistency across all related financial and legal documents. It is particularly useful for account holders, beneficiaries, and individuals conducting physical security deposits where name discrepancies may arise.
Tell me about this form and its components and fields line-by-line.
- 1. Account Holder Name(s): Enter the name(s) of the account holder(s).
- 2. Account Number: Enter the relevant account number.
- 3. Legal Name as per ID: Provide the legal name as it appears on the official ID.
- 4. Name Variation: Enter the name variation as it appears on file with JPMS.
- 5. Date of Birth: Provide the date of birth in month/day/year format.
- 6. Social Security Number: Enter the Social Security number.
- 7. Request Type: Select the appropriate request type from the provided options.
- 8. Signatures: Provide signatures as they appear on the official ID presented to the notary.
- 9. Notary Section: This section is for the notary public to verify the identity of the signer.
What happens if I fail to submit this form?
Failing to submit this form could result in discrepancies in account information and potential delays in account processes.
- Delayed Transactions: Failure to submit the form may delay account maintenance, security deposits, or estate transactions.
- Inaccurate Records: Account records may remain inaccurate, leading to potential issues in future account-related activities.
- Verification Issues: Identity verification issues may arise, causing potential legal or financial challenges.
How do I know when to use this form?
- 1. Account Maintenance: For ongoing maintenance and updates to account information.
- 2. Physical Security Deposits: When the name on the certificate differs from the name listed on the account.
- 3. Estate/Beneficiary Transactions: For transactions related to estate or beneficiary matters requiring name consistency.
- 4. Identity Verification: For verifying identity in cases of name variations in official records.
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Can I submit my J.P. Morgan Certification form online?
Yes, you can submit the form online by following the secure message submission instructions provided on the form.
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Do I need to print and sign the Certification form?
Yes, after completing the form online, you will need to print it and provide your signature before submission.
How do I know if my J.P. Morgan Certification form has been received?
Contact J.P. Morgan Securities LLC at the provided phone number or email address to verify the receipt of your submitted form.
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