This document is a partial transfers form for account # N4G-024943, detailing instructions for transferring or liquidating various assets, including mutual funds and liquidations. It includes sections on retirement plan restrictions and certifications, participant signature and certification, and instructions for the prior trustee. The document outlines the process for transferring assets to Pershing LLC, including the handling of nontransferable assets and outstanding fees.
documents/vol00010-efta01344417-pdf.pdf
{"key_people":["Participant","Successor Custodian"],"document_type":"financial","document_subtype":"Partial Transfers Form","key_organizations":["Pershing LLC","JPM","BOFA Corp","Kindred Healthcare Inc"]}