Get Anz E*trade Chess Sponsorship Transfer Form - Anz Wealth

This guide provides a clear and comprehensive overview of how to accurately complete the ANZ E*TRADE CHESS Sponsorship Transfer Form - ANZ Wealth. By following the detailed steps outlined below, users of all experience levels can successfully manage their securities transfer.

Follow the steps to complete your transfer form with ease.

1. Click the ‘Get Form’ button to access the form and open it for editing.
2. Enter your E*TRADE account number and name in the designated fields. If applicable, include your account designation.
3. Indicate the reason for using this form. Specify if you want to transfer existing broker or issuer sponsored securities to E*TRADE.
4. Complete Section A if transferring broker sponsored securities. Provide the name and HIN of your existing sponsoring broker, and select the holdings to be transferred.
5. If you choose 'HIN and All Holdings', your existing holdings will transfer completely. If you select 'Selected Holdings', complete Section B for the specific assets you wish to transfer.
6. In Section B, for issuer sponsored securities or if you are completing a partial broker transfer, attach copies of your latest issuer or broker sponsored statements and specify additional securities, if any, alongside their quantities.
7. Authorize the transfer by signing and dating the authority section at the end of the form. Ensure that any additional applicant signatories also sign where required.
8. After completing the form, save your changes. You may choose to download, print, or share the completed form.
9. Submit the signed and completed form via mail or fax to E*TRADE Australia at the address or fax number provided.

Take action now and complete your ANZ E*TRADE CHESS Sponsorship Transfer Form online to ensure a smooth transfer of your securities.