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PFD Letter Joint Account

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jcknight007
Valued Member

PFD Letter Joint Account

When sending a PFD letter on a joint account, should I include both parties in a single letter? For example, I have to send a PFD to W_R_LD O_N_. Me and the wifey are both on the account.
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Anonymous
Not applicable

Re: PFD Letter Joint Account

If you would like to negotiate a PFD for the both of you, then include both names.
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