IRS Non-Bank Trustee Approval Letter

Link Title: IRS Non-Bank Trustee Approved Letter

Anchor ID: irs

On September 10, 2007, Clearview Correspondent Services, LLC (“Clearview”) received approval from the Internal Revenue Service ("IRS") to serve as a nonbank trustee or custodian for individual retirement accounts ("IRAs") established under sections 408 and 408A of the Internal Revenue Code. Effective January 1, 2013, Clearview underwent a name change to BB&T Securities, LLC, resulting in the name of the nonbank trustee or custodian for IRA accounts to be BB&T Securities, LLC. A copy of the IRS approval letter and the letter informing the IRS of the name change is available by clicking here.

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