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Get Account Transfer Form
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How to fill out the Account Transfer Form online
Filling out the Account Transfer Form online is a straightforward process that allows you to transfer your investment account efficiently. This guide will provide you with step-by-step instructions to ensure you complete the form accurately and submit it successfully.
Follow the steps to complete the Account Transfer Form online.
- Click ‘Get Form’ button to obtain the form and open it in an online document editor.
- Begin by entering your account information in Section 1. Include your account title, account number, and SSN or Tax ID. Ensure you attach a copy of your most recent statement from your current broker, as it is necessary for processing your request.
- Proceed to Section 2, where you will provide details about the account you are transferring. Fill in the title of the account, account number, name of the firm, and the firm's address including city, state, and zip code.
- In Section 3, select the type of transfer you wish to complete. You must choose only one transfer type: transfer all assets in kind, liquidate and transfer cash, or a partial transfer. Make sure to read each option carefully.
- If you are performing a partial transfer, continue to Section 4. Specify the assets you wish to transfer and indicate the quantity and description. You may need to attach additional pages if you are transferring multiple assets.
- Move to Section 5 if you are transferring mutual funds. Fill in the mutual fund company name and fund details. Choose how you would like future dividends and capital gains to be handled.
- In Section 6, provide your signature and the date. If applicable, ensure that the secondary holder also signs. Review the statements regarding asset ownership and the authorization of any liquidations.
- Complete Section 7 only if your account types differ. Provide the necessary details for the transfer authorization and sign with both primary and secondary signatures if applicable.
- Finally, ensure all necessary attachments are included, such as your most recent account statement, and subsequently save your changes, download, print, or share the completed form as needed.
Complete your Account Transfer Form online today to ensure a smooth transition of your accounts.
Related links form
You can prove a bank transfer by presenting your bank statement or a transaction confirmation. If you used an Account Transfer Form, this documentation will serve as evidence of your transaction. Keep copies and records to ensure you have the necessary information if any discrepancies arise.
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