This document provides instructions and a form for transferring accounts to Pershing LLC. It includes sections for 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 outlines the process for liquidating assets and transferring mutual funds.
documents/vol00010-efta01464666-pdf.pdf
{"document_type":"financial","key_locations":["Jersey City, New Jersey"],"document_subtype":"Account Transfer Form","key_organizations":["Pershing LLC","JP Morgan"]}