This document provides 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. It includes details on how to process different types of transfers, such as full or partial transfers, DRS/DRIP, direct mutual fund transfers, and bank retirement plan accounts. The document also outlines the necessary information and signatures required for processing the transfer.
documents/vol00010-efta01464624-pdf.pdf
{"title":"Account Transfer Form Instructions","key_people":["Investment Professional"],"document_date":"10/09","document_type":"financial","key_locations":["Jersey City, New Jersey"],"document_subtype":"Account Transfer Form","key_organizations":["Pershing LLC","JP Morgan","Southern Trust Company, Inc"],"reference_numbers":["EFTA01464624","EFTA01464625","EFTA01464626","EFTA01464627","EFTA01464628","EFTA01464629","EFTA01464630"]}