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 requirements. The form is used for transferring assets between financial organizations, specifically through Pershing.
doj/DataSet10/EFTA01449459.pdf
{"document_type":"financial","key_locations":["ONE PERSHING PLAZA, 14TH FLOOR, JERSEY CITY, NEW JERSEY 07399"],"document_subtype":"Account Transfer Form Instructions","key_organizations":["Pershing LLC","National Securities Clearing Corporation"]}