This document is an account transfer form for TD Ameritrade, detailing instructions for transferring accounts from other financial institutions to TD Ameritrade. It includes sections for account information, delivering account details, transfer instructions for brokerage, bank/credit union, annuity, and mutual fund transfers, and client authorization. The form requires signatures from account holders and includes a section for registration differences and a letter of acceptance for office use.
doj/DataSet10/EFTA01427893.pdf
{"title":"TD Ameritrade Account Transfer Form","document_date":"2018-03-18","document_type":"financial","key_locations":["Omaha, NE","New York, NY"],"document_subtype":"Account Transfer Form","key_organizations":["TD Ameritrade","Deutsche Bank Private Wealth Management","Southern Financial LLC"],"reference_numbers":["EFTA01427893","EFTA01427894","EFTA01427895","EFTA01427896","EFTA01427897","EFTA01427898","EFTA01427899","EFTA01427900"]}