This document is a partial transfers form for account # N4G-023812, detailing instructions for transferring or liquidating various assets, including US Dollars and PS US Gold Puts. It includes sections on retirement plan restrictions and certifications, participant signature and certification, and instructions for the delivering firm. The document also advises on the potential need for a minimum distribution for individuals over age 70 1/2 and includes a rollover certification of the employee.
doj/DataSet10/EFTA01449438.pdf
{"key_people":["Pershing LLC"],"document_type":"financial","document_subtype":"Partial Transfers Form","key_organizations":["Pershing LLC"],"reference_numbers":["N4G-023812"]}