Individual
Adam Smith

Community Property (subject to state law)
Adam Smith and
Elizabeth Smith
Community Property

Custodian (UGMA) or (UTMA)
Adam Smith C/F
John Smith UGMA or UTMA

Joint Tenants by Entirety
Adam Smith and
Elizabeth Smith
TEN ENT

Joint Tenants in Common
Adam Smith and
Elizabeth Smith
TEN COM

Joint Tenants with Rights of Survivorship
Adam Smith and
Elizabeth Smith
JT TEN

Corporation
ABC Inc.

Corporation
ABC Co.

Recognized Religious Corporation
Catholic Corp.

Estate (Intestate)
Estate of Elizabeth Smith
Adam Smith Admin

Estate (Testate)
Estate of Elizabeth Smith
Adam Smith Exec

Estate (Testate-Person Rep.)
John Smith
Personal Rep
U/W/O Elizabeth Smith

Living Trust (Intervivos)
The Smith Family Trust
John Smith TTEE
U/A/D 1-1-95
FBO John Smith

Testamentary Trust (U/W/O)
Adam Smith TTEE
U/W/O Elizabeth Smith
FBO John Smith

Trust
Elizabeth Smith Trust
Adam Smith TTEE
U/A/D 1-1-59
FBO John Smith

401 (k)
ABC Inc.
401(k) Plan
Adam Smith TTEE

IRA (Custodian Other than DLJSC)
ABC Corp.
TTEE FBO
Adam Smith IRA
U/A/D 1-1-95

IRA (HERZOG Custodian)
IRA FBO Adam Smith
HERZOG, HEINE, GEDULD, INC.as Custodian
(Note: Adoption Agreement also Required)

Bank for Account of
ABC Bank of New York
FAO Adam Smith

Bank as Custodian
ABC Bank of New York
Cust for Adam Smith

Banking Institution
ABC Bank of New York

Broker/Dealer for Account of
ABC
Securities Corporation
FAO Adam Smith

Committee
Adam Smith
Committee for
Elizabeth Smith

Conservatorship
Adam Smith
Conservator for
Elizabeth Smith

(DBA) - Doing Business As
Adam Smith D/B/A
Smith Assoc.

Guardianship
Robert Browning
Guardian for
Elizabeth Smith

Investment Club
ABC
Investment Club

Nonprofit/Charitable Organization
The American Red Cross