Get Udf Iv Account Transfer Form - Udf Online

Completing the UDF IV Account Transfer Form online is a straightforward process that allows users to transfer their accounts effectively. This guide will walk you through each section of the form, providing clear steps to ensure a successful submission.

Follow the steps to fill out the UDF IV account transfer form online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section 1, provide the 'UDF Account Number' and 'Social Security Number' of the account you are transferring from, along with the names associated with the account and the amount you wish to transfer.
3. If you are transferring to an existing UDF account, complete Section 2 with the details of that account, skipping to Section 5 afterwards.
4. If this transfer involves a new form of ownership, fill out Section 3. Indicate ownership type (e.g., individual or joint tenant), and provide additional details as necessary.
5. In Section 4, enter the new investor information including the names, social security numbers, addresses, and contact details. If necessary, complete additional beneficiary information.
6. Select your distribution option in Section 5, choosing from options such as dividend reinvestment or checks. Fill out any required address details for checks using this section.
7. Complete Section 6 to indicate the type of transfer (e.g., gift, inheritance) and provide the necessary price paid per share information.
8. Section 7 requires providing your broker-dealer or financial advisor information, including names and contact details.
9. Review and initial Section 8 to confirm you meet the suitability standards for the transfer.
10. In Section 9, sign as the transferor after ensuring all signatures are Medallion Signature Guaranteed. Repeat this in Section 10 for the transferee.
11. Finally, save your changes, then download, print, or share the completed form as needed.

Complete your UDF IV Account Transfer Form online today.