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 attachment of the most recent statement and must be signed and dated within 90 days of receipt.
doj/DataSet10/EFTA01449877.pdf
{"document_type":"financial","key_locations":["One Pershing Plaza, Jersey City, New Jersey"],"document_subtype":"Account Transfer Form Instructions","key_organizations":["Pershing LLC","National Securities Clearing Corporation (NSCC)"]}