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 details such as account numbers, social security numbers, and transfer instructions. It also includes specific instructions for different types of transfers, such as direct mutual fund transfers and bank retirement plan accounts.
documents/vol00010-efta01465101-pdf.pdf
{"document_type":"financial","key_locations":["Jersey City, New Jersey"],"document_subtype":"Account Transfer Form Instructions","key_organizations":["Pershing LLC"],"reference_numbers":["EFTA01465101","EFTA01465102","EFTA01465103","EFTA01465104","EFTA01465105","EFTA01465106","EFTA01465107"]}