This document is a financial transfer form detailing partial transfers, direct mutual funds, and liquidations. It includes a table listing various assets with their descriptions, CUSIP numbers, and estimated values. The form outlines instructions for transferring assets, dividend and capital gain options, and retirement plan restrictions. It also includes sections for participant signature and certification, as well as successor custodian acceptance.
documents/vol00010-efta01344423-pdf.pdf
{"key_people":["Pershing LLC"],"document_type":"tabular","document_subtype":"financial transfer form","key_organizations":["Pershing LLC"]}