This document is an account transfer form used for transferring assets between financial institutions. It includes sections for receiving firm information, delivering account information, and transfer type options. The form requires details such as clearing numbers, account numbers, and firm names. It also provides options for transferring all assets in kind, liquidating assets, or transferring mutual funds. The form is incomplete with missing signatures and dates.
documents/vol00010-efta01343948-pdf.pdf
{"document_type":"financial","document_subtype":"Account Transfer Form","key_organizations":["JPMorgan Chase Bank, N.A.","Southern Financial, LLC"],"reference_numbers":["RPD-150 ACAT","09-PWM-0597","DB-SDNY-0028936","SDNY_GM_00175120","EFTA01343948"]}