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.
doj/DataSet10/EFTA01449505.pdf
{"document_type":"financial","key_locations":["Jersey City, New Jersey"],"document_subtype":"Account Transfer Form Instructions","key_organizations":["Pershing LLC","National Securities Clearing Corporation"],"reference_numbers":["09-PWM-0597 (10/09)","DB-SDNY-0104943","SDNY_GM_00251127","EFTA01449505"]}