This document is a financial account transfer form detailing partial transfers, mutual funds, and liquidations. It includes instructions for transferring assets, dividend options, and capital gain options. The document also outlines retirement plan restrictions and certifications, including rollover certifications and participant signatures. It requires the attachment of a recent brokerage account statement for processing.
doj/DataSet10/EFTA01449451.pdf
{"key_people":["Pershing LLC"],"document_type":"financial","document_subtype":"account transfer form","key_organizations":["Pershing LLC"]}