This document is a financial transfer form detailing partial transfers, direct mutual funds, and liquidations. It includes information on asset quantities, descriptions, CUSIP/Symbols, and transfer instructions. The document also outlines retirement plan restrictions and certifications, participant signature and certification requirements, and instructions for the delivering firm. It emphasizes the need for a minimum distribution for individuals over 70.5 years old and provides instructions for successor custodians.
doj/DataSet10/EFTA01449448.pdf
{"key_people":["Pershing LLC"],"document_type":"financial","document_subtype":"Transfer Form","key_organizations":["Pershing LLC"]}