| Relationships | Role | Relationship Start | Relationship End |
| Wachovia Corporation | Parent | 6/30/2003 | 7/31/2003 |
| Wachovia Bank, National Association | Parent | 4/1/2002 | 6/29/2003 |
| Wachovia Bank, National Association | Parent | 5/1/2001 | 3/31/2002 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Insurance Services Usa, Inc. | Buyer | Discontinued | 8/1/2003 |