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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.
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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