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 and certification. The form requires specific information such as account numbers, SSN/TIN, and transfer type. It also includes instructions for retirement accounts and the need for signature and certification.
doj/DataSet10/EFTA01449439.pdf
{"document_type":"financial","key_locations":["Jersey City, New Jersey"],"document_subtype":"Account Transfer Form Instructions","key_organizations":["Pershing LLC","National Securities Clearing Corporation"]}