Professional Documents
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Your Adv Plus Banking: Account Summary
Your Adv Plus Banking: Account Summary
Box 15284
Wilmington, DE 19850
Customer service information
Account summary
Beginning balance on January 1, 2020 $63,829.65
Deposits and other additions $34,751.34
ATM and debit card subtractions -9,655.89
Other subtractions -16,472.45
Checks -0.00
Service fees -0.00
IMPORTANT INFORMATION:
BANK DEPOSIT ACCOUNTS
How to Contact Us - You may call us at the telephone number listed on the front of this statement.
Updating your contact information - We encourage you to keep your contact information up-to-date. This includes address, e
mail and phone number. If your information has changed, the easiest way to update it is by visiting the Help & Support tab of
Online Banking.
Deposit agreement - When you opened your account, you received a deposit agreement and fee schedule and agreed that your
account would be governed by the terms of these documents, as we may amend them from time to time. These documents are
part of the contract for your deposit account and govern all transactions relating to your account, including all deposits and wi
thdrawals. Copies of both the deposit agreement and fee schedule which contain the current version of the terms and condi
tions of your account relationship may be obtained at our financial centers.
Electronic transfers: In case of errors or questions about your electronic transfers - If you think your statement or receipt is
wrong or you need more information about an electronic transfer (e.g., ATM transactions, direct deposits or withdrawals, poin
t-of-sale transactions) on the statement or receipt, telephone or write us at the address and number listed on the front of this
statement as soon as you can. We must hear from you no later than 60 days after we sent you the FIRST statement on which
the error or problem appeared.
For consumer accounts used primarily for personal, family or household purposes, we will investigate your complaint and will
correct any error promptly. If we take more than 10 business days (10 calendar days if you are a Massachusetts customer) (20
business days if you are a new customer, for electronic transfers occurring during the first 30 days after the first deposit is
made to your account) to do this, we will provisionally credit your account for the amount you think is in error, so that you will
have use of the money during the time it will take to complete our investigation.
For other accounts, we investigate, and if we find we have made an error, we credit your account at the conclusion of our inves
tigation.
Reporting other problems - You must examine your statement carefully and promptly. You are in the best position to discover e
rrors and unauthorized transactions on your account. If you fail to notify us in writing of suspected problems or an unauthorize
d transaction within the time period specified in the deposit agreement (which periods are no more than 60 days after we
make the statement available to you and in some cases are 30 days or less), we are not liable to you and you agree to not
make a claim against us, for the problems or unauthorized transactions.
Direct deposits - If you have arranged to have direct deposits made to your account at least once every 60 days from the same
person or company, you may call us to find out if the deposit was made as scheduled. You may also review your activity online
or visit a financial center for information.
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NORTH GEORGIA COLON & RECTAL SURGERY, LLC | Account # 3340 6323 6681 | January 1, 2020 to January 31, 2021
Other subtractions
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NORTH GEORGIA COLON & RECTAL SURGERY, LLC | Account # 3340 6323 6681 | January 1, 2020 to January 31, 2021
01/09/21 Checkard 2205 Payless Medical & Safety Supply, LLC NE 240399517035442 -410.00
01/12/21 Checkard 2205 Payless Medical & Safety Supply, LLC NE 240399517036152 -700.00
01/15/21 ATT DES:Payment ID:XXXXXXXXXRHLEJ INDN: Payless Medical & Safety Supply, LLC NE -1,870.00
ID:2954378717 PPD
01/16/21 Checkard 2205 Northside Medical Supply Store GA 240399517036396 -435.25
01/16/21 Checkard 2205 ACC Business Services GA 240399517036557 -1,400.00
01/19/21 ATT DES:Payment ID:XXXXXXXXXRHLEJ INDN: Payless Medical & Safety Supply, LLC NE -530.00
ID:2954378717 PPD
01/19/21 ATT DES:Payment ID:XXXXXXXXXRHLEJ INDN: Payless Medical & Safety Supply, LLC NE -510.20
ID:2954378717 PPD
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NORTH GEORGIA COLON & RECTAL SURGERY, LLC | Account # 3340 6323 6681 | January 1, 2020 to January 31, 2021
01/31/21 ATT DES:Payment ID:XXXXXXXXXRHLEJ INDN: Payless Medical & Safety Supply, LLC NE -770.10
ID:2954378717 PPD
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BANK OF AMERICA
Preferred
Rewards
Activating your benefits is easy. All you need to become a Preferred Rewards member is:
· An active, eligible Bank of America® checking account and
· A three-month combined average daily balance of $20,000 or more in your Bank of America® deposit
and/or Merrill® investment accounts
There is no fee to join or participate and you will start receiving program member benefits within 30 days
after you activate.
* Other fees may apply. Sales of ETFs are subject to a transaction fee of between $0.01 and $0.03 per $1,000
of principal. There are costs associated with owning ETFs and mutual funds. To learn more about Merrill pricing,
visit merrilledge.com/pricing.
Investment products are provided by MLPF&S and:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
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There is no fee to join or participate in Preferred Rewards. Activate today.
Visit bankofamerica.com/MyRewards, or call 888.888.RWDS (888.888.7937). Or schedule an appointment to talk one
-on-one with a specialist at bankofamerica.com/Appointment.
To enroll in the Preferred Rewards program you must have an active, eligible Bank of America personal checking account and maintain a qualifying
balance of at least $20,000 for the Gold tier, $50,000 for the Platinum tier, or $100,000 for the Platinum Honors tier in your combined qualifying Bank of
America deposit accounts (such as checking, savings, certificate of deposit) and/or your Merrill investment accounts (such as Cash Management
Accounts, 529 Plans). The qualifying balance is calculated based on your average daily balance for a three calendar month period. Eligibility to enroll is
generally available three or more business days after the end of the calendar month in which you satisfy the requirements. Benefits become effective
within 30 days of your enrollment, or for new accounts within 30 days of account opening, unless we indicate otherwise. Certain benefits are also
available without enrolling in Preferred Rewards if you satisfy balance and other requirements. Refer to your Personal Schedule of Fees for details on
accounts that qualify towards the combined balance calculation and receive program benefits, available at bankofamerica.com/fees.
1 The Bank of America Advantage Savings interest rate booster is only available to enrolled Preferred Rewards members. Your enrollment in Preferred
Rewards will not automatically convert any existing savings account to a Bank of America Advantage Savings account without your request. If your
enrollment in the Preferred Rewards program is discontinued, the interest rate booster may be discontinued. Visit bankofamerica.com/savings for current
rates.
2 Certain credit cards are eligible to receive the Preferred Rewards bonus. Enrolled Preferred Rewards members can receive a Preferred Rewards bonus of
25% for the Gold tier, 50% for the Platinum tier, or 75% for the Platinum Honors tier based on their Program tier and type of card. If your product
receives the 10% customer bonus, the Preferred Rewards bonus will replace the 10% customer bonus. The Preferred Rewards bonus for eligible cash
rewards credit cards will be applied after all base and bonus cash rewards have been calculated on a purchase. For example, a $100 purchase that earns
3% ($3.00) will actually earn $3.75, $4.50 or $5.25 based on your tier when the purchase posts to your account. For all other eligible card types, a
purchase that earns 100 base points will actually earn 125, 150 or 175 points based on your tier when the purchase posts to your account. The Preferred
Rewards bonus is not applied to any account opening bonus, if applicable. The Preferred Rewards bonus also does not apply to the bonus earn for certain
programs. This information can be found in the Program Rules associated with those credit cards. Other terms and conditions apply. Please refer to your
cards Program Rules for details about how you will receive the Preferred Rewards bonus. Program Rules are mailed upon account opening and are
accessible through the rewards redemption site via Online Banking or by calling the number on the back of your card.
Visit bankofamerica.com/preferred-rewards for a complete list of ineligible cards. 3 Visit bankofamerica.com/preferred-rewards for a list of no-fee
banking services.
4 Please review the applicable Merrill Guided Investing Program Brochure (PDF) at merrilledge.com/guided-investing-program-brochure or Merrill Guided
Investing with Advisor Program Brochure (PDF) at ml.com/guided-investing-program-brochure for information including pricing, rebalancing and the
details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this
specific investment goal and is separate from any other advisory program offered with us. If there are multiple owners on this account, the information
you provide should reflect the views and circumstances of all owners on the account. If you are the custodian of this account for the benefit of another
person, please keep in mind that these assets will be invested for the benefit of the other person. Merrill Guided Investing is offered with and without an
advisor. Merrill, Merrill Lynch and Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner and Smith Incorporated
("MLPF&S"). MLPF&S and Managed Account Advisors LLC ("MAA") are registered investment advisers. Investment advisor registration does not imply a
certain level of skill or training.
Clients enrolled in Preferred Rewards receive a Preferred Rewards discount off the Merrill Guided Investing program2s annual asset-based fee of 0.45%,
and the Merrill Guided Investing with Advisor and Merrill Edge Advisory Account programs2 annual asset-based fee of 0.85% for any of their accounts
enrolled in the respective advisory programs. Preferred Rewards enrolled clients receive a discount of 0.05% off of the annual rate for the Gold tier,
0.10% for the Platinum tier, or 0.15% for the Platinum Honors tier based on their Preferred Rewards tier effective at the time the applicable advisory
program fee is calculated. Bank of America Private Bank clients will also receive a discount of 0.15% off of the annual rate. It may take up to 30 calendar
days for changes to your Preferred Rewards status or tier to be associated with and effective for your accounts in the advisory programs. This fee is
charged monthly in advance. In addition to the annual program fee, the expenses of the investments will vary based on the specific funds within each
portfolio. Actual fund expenses will vary; please refer to each fund2s prospectus. Preferred Rewards for Wealth Management clients other than Bank of
America Private Bank clients, do not receive the Merrill Guided Investing fee discount. Please review the Personal Schedule of Fees available at
bankofamerica.com/fees and at your local financial center. Credit card programs are issued and administered by Bank of America, N.A.
3Get more rewards with your everyday banking4, Merrill, Bank of America and the Bank of America logo are registered trademarks of Bank of America
Corporation.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (3MLPF&S4 or 3Merrill4) makes available certain investment products sponsored, managed, distributed
or provided by companies that are affiliates of Bank of America Corporation (BofA Corp). MLPF&S is a registered broker-dealer, Member SIPC and a wholly
ownedsubsidiaryofBofACorp.
©2021 Bank of America Corporation
SSM-07-20-0034.A1! 3138790
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