Get Authorization To Transfer Cash/securities - Scottrade

Filling out the Authorization To Transfer Cash/Securities form from Scottrade is an important process for transferring your financial assets securely and accurately. This guide will walk you through every step of the process to ensure all necessary information is provided correctly, allowing for a seamless transfer of your cash or securities.

Follow the steps to complete your transfer authorization form successfully.

1. Press the ‘Get Form’ button to access the Authorization To Transfer Cash/Securities form and open it in your preferred document editor.
2. Provide your sending account information by entering your Scottrade account number and account title in the respective fields.
3. Indicate the type of sending account by selecting from the options: Trust, Revocable, Irrevocable, Other, Joint, Rights of Survivorship, Tenants in Common, Tenants in Entirety, or Community Property.
4. Complete the receiving account details by entering the new account title and Scottrade account number; also indicate your relationship to the new registrant.
5. Fill out the reason for the transfer request, selecting from options like Gift, Inheritance, or certifying that the transfer is not a gift or inheritance if applicable.
6. If relevant, provide the date of death, percentage step-up, and any other required details regarding the inheritance.
7. Select the transfer information, indicating whether this is a full transfer of all cash and securities or a partial transfer with specific asset designations.
8. For cash transfer information, specify whether to transfer all cash or a specific cash amount.
9. Enter securities transfer details by selecting if all securities should be transferred or listing the specific securities along with their quantities, names, symbols, and CUSIP numbers.
10. Provide cost basis information for securities, specifying if you want to use a different strategy for determining which shares to transfer, if applicable.
11. Review the indemnity clause, ensuring you understand the terms and conditions, and then sign where indicated for both account holders.
12. Once all fields are completed, save changes to your document, and choose to download, print, or share the form as necessary.

Complete your Authorization To Transfer Cash/Securities form online today for a smooth transfer process.