This document is a partial transfer form for mutual funds and liquidations, detailing the transfer of assets including Ally preferred stock. It includes instructions for transfer, dividend options, and capital gain options. The document also outlines retirement plan restrictions and certifications, including rollover certifications and participant signature requirements.
doj/DataSet10/EFTA01449464.pdf
{"key_people":["Pershing LLC"],"document_type":"financial","document_subtype":"Account Transfer Form","key_organizations":["Pershing LLC"]}