documents containing clients’ taxpayer identification numbers are provided to title companies/escrow companies/attorneys handling transactions for the clients, and
the taxpayer identification numbers are provided to the Internal Revenue Service on Form 1099-INT for any interest earned on intermediary accounts. The bank account balance in an intermediary account is provided to a lender upon a request signed by the client for whom the funds are held. Access to clients' information is granted only to employees designated by David Hellman. Marin County Exchange Corporation maintains physical, procedural and electronic safeguards that comply with federal regulations to guard clients' information.