This document is a partial transfer form for mutual funds and liquidations, detailing instructions for transferring assets, dividend options, and retirement plan restrictions. It includes sections for participant signature and certification, as well as instructions for the prior trustee and successor custodian.
documents/vol00010-efta01345094-pdf.pdf
{"key_people":["Tazia Smith"],"document_type":"financial","document_subtype":"account transfer form","key_organizations":["Pershing LLC"],"reference_numbers":["09-PWM-0597","DB-SDNY-0031207","SDNY_GM_00177391","EFTA01345094"]}