This document contains transfer instructions for a TD Ameritrade account, including options for brokerage firm transfers, bank/credit union and annuity transfers, and mutual fund company transfers. It outlines the process for full or partial transfers of securities, cash, CDs, and annuities, as well as the handling of mutual funds.
doj/DataSet10/EFTA01381398.pdf
{"document_type":"financial","document_subtype":"Transfer Instructions","key_organizations":["TD Ameritrade"],"reference_numbers":["TDA 190 F 03/18","EFTA01381398"]}