PuzzleType=Crossword
PuzzleTitle=Account Registrations
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PuzzleCopyright=Play Games...Pass the Test   © TESTivity
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CWA=Under Reg T, an investor may borrow up to ___% of the initial investment in a margin account.
CWA=With a new margin account, a signed margin agreement must be received by the Broker/Dealer _______ after the initial transaction.
CWA=Whose Social Security number is on an UGMA account?
CWA=________ is the simplest and most common type of registration.
CWA=How many minors can be on an UGMA account?
CWA=The ________ requirement in a margin account is currently 25%.
CWA=529 plans are funded with after-tax dollars that grow tax ________.
CWA=At the death of a tenant, the decedent's ownership interest avoids probate by passing to the surviving tenant(s). (acronym)
CWA=If an investor's intent is to borrow from the Broker/Dealer or to sell securities short, a ______ account must be established.
CWA=A registration that transfers ownership of securities to a designated beneficiary upon death of the account holder.  (acronym)
CWA=A(n) _______ ESA may be established for a minor whose parents AGI is under certain IRS limits.
CWA=529 plans are created and administered at the _____ level.
CWA=With tenants in _______, at the death of a tenant, the decedent's ownership interest becomes a part of his/her estate, subject a probate and estate taxes.
CWD=In an UGMA, contributions represent a(n) _______ gift and must be used for the benefit of the child.
CWD=Custodial account opened for the benefit of a minor.
CWD=Distributions from a 529 not used for qualified education expenses, will be taxed as ordinary income and subject to a ___ % penalty.
CWD=Signature of the registered representative opening the account is ________.
CWD=If an account is opened without a valid SSN or TIN the IRS will _______ 28% of all distributions.
CWD=A ______ attempt must be made to obtain Social Security number when opening an account.
CWD=To establish a margin account, a properly executed ________ agreement is required.
CWD=In an UGMA, earnings in excess of certain amounts will be taxed at the ______ marginal tax rate.
CWD=In an UGMA, the minor will have full access to the assets in the account at age of ______.
CWD=529 plans have become increasingly popular vehicles for funding a child's _______.
CWD=The benefit of a Coverdale ESA must be used by age _____.
CWD=How many custodians can be on an UGMA account?
CWD=The maximum annual contribution to a Coverdale ESA is ___ thousand dollars.