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 document provides detailed steps for each section and notes specific requirements for different types of transfers.
doj/DataSet10/EFTA01449449.pdf
{"document_type":"financial","key_locations":["ONE PERSHING PLAZA, 14TH FLOOR, JERSEY CITY, NEW JERSEY 07399"],"document_subtype":"Account Transfer Form Instructions","key_organizations":["Pershing LLC","National Securities Clearing Corporation"]}