CUSTOMER ACCOUNT TRANSFER FORM - …

CUSTOMER ACCOUNT TRANSFER form . NOTE: You must attach your most recent statement for this TRANSFER to be processed. Internal transfers do not require a statement. Complete the following numbered sections accordingly (please print or type all information): 1. Provide your receiving Pershing ACCOUNT number. 2. Provide your Social Security Number or Tax Identification Number. For joint accounts, provide both numbers. 3. Provide the original ACCOUNT number of the ACCOUNT you are delivering to Pershing. 4. For nonautomated ACCOUNT transfers, enter the delivering firm name, contact name, and telephone number. 5. Provide the ACCOUNT title as it appears on your ACCOUNT statement for the ACCOUNT you are transferring. 6. Provide the street address of the delivering firm. 7. Use this section to indicate the type of TRANSFER you are requesting by checking the appropriate box. NOTES: An Automated CUSTOMER ACCOUNT TRANSFER Service (ACATS) TRANSFER is a TRANSFER of all assets, in kind, from another NSCC member firm (generally, when using ACATS, money market funds will be liquidated; proprietary funds should be liquidated prior to submitting this form ).

CUSTOMER ACCOUNT TRANSFER FORM NOTE: You must attach your most recent statement for this transfer to be processed. Internal transfers do not require a statement. Complete the following numbered sections accordingly (please print or …

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  Form, Customer, Account, Transfer, Customer account transfer form

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