Is this an operating company? r Yes a No Entity/Client Net Worth: $ 10.00 (USD millions) Documentation/ Information obtained to confirm stated net worth of the Entity/Client: Her assets at JPM and our understanding of her balance sheet. Industry Code: The Business Type is the industry in which the client derives the majority of its income. PRIVATE HOUSEHOLDS NAIC Code: 814100 Transaction Profile/Expected Account Activity What is the purpose/intended use of this account? Operational checking account to pay real estate taxes. What is the expected source of account funding ? Other If "Other please describe Transfer from existing account at JPM Approximate $ amount to fund the account $15,000 Please select each "Product Type" that applies. Within each product type, please check ALL transaction types that apply and provide a description of expected account activity. (document expected sources of inflows and destinations of transfers,countries, and types of payors/payees.Include where is the money coming from - example : A specific bank or firm and purpose of specific transactions, if known) Product Type - Select all that apply Transaction Types - Select all that apply and expected activity level ( L = 1-5, M = 6-12, H = >12 transactions per month) Anticipated $ Amount Totals per month - Please provide at least an estimate Deposit/Current Accounts (Checking, Savings, Money Market) 6 Yes r No Cash ( withdrawals/deposits) - r Low C Medium r High Check deposits / Check paid - r Low r Medium c High Wire Incoming & Outgoing - 6 Low C Medium r High Below $1MM Internal Transfers - r Low C Medium r High Other - r Low r Medium r High Please describe in detail expected account activity for this product : Payment of real estate operating expenses. Investment Products (Custody,Brokerage,Agency,Margin) c Yes 6 No Fiduciary (Investment Mgmt. / Trust) r Yes 6 No Credit type facilities (Line of Credit, Mortgage, Lette