Instructions for completing an account transfer form, including sections on receiving firm information, delivering account information, transfer type, partial transfers, retirement plan restrictions, and participant signature requirements. The form is used for transferring assets to Pershing and requires specific information and actions depending on the type of transfer and account.
documents/vol00010-efta01344008-pdf.pdf
{"document_type":"financial","key_locations":["Jersey City, New Jersey"],"document_subtype":"Account Transfer Form Instructions","key_organizations":["Pershing LLC","National Securities Clearing Corporation"],"reference_numbers":["09-PWM-0597 (10/09)","DB-SDNY-0029041","SDNY_GM_00175225","EFTA01344008"]}