This document is a TD Ameritrade Account Transfer Form used for transferring accounts to TD Ameritrade. It includes instructions for completing the form, account information for both the TD Ameritrade account and the delivering account, transfer instructions for brokerage, bank/credit union, annuity, and mutual fund company transfers, and sections for client authorization and registration differences. The form requires signatures from account holders and includes a section for a Medallion Signature Guarantee for TD Ameritrade use only.
doj/DataSet10/EFTA01268434.pdf
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