This document is a customer account transfer form used for transferring financial accounts between firms. It includes sections for full brokerage account transfers, partial or non-brokerage transfers, and mutual fund company transfers. The form requires information about the account being transferred, the type of transfer, and delivery instructions. It also includes sections for revocation of advisory agreements and auction rate securities acknowledgments. The document emphasizes the need for a copy of the most recent statement to process the transfer and includes a section for successor custodian acceptance.
documents/EFTA00558461.pdf
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