This document is a partial transfer form for mutual funds and liquidations, detailing instructions for asset transfers, dividend options, and retirement plan restrictions. It includes sections for participant signature and certification, as well as successor custodian acceptance.
documents/vol00010-efta01345091-pdf.pdf
{"key_people":["Tazia Smith"],"document_type":"financial","document_subtype":"account transfer form","key_organizations":["Pershing LLC"],"reference_numbers":["09-PWM-0597","DB-SDNY-0031204","SDNY_GM_00177388","EFTA01345091"]}