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Details m Entire Account m Cash: m Full Balance OR m Specify Amount: $ m Securities - If transferring a portion of a multi-tax lot position, a FIFO method will be used unless otherwise Asset Type: specified. (Provide details below) Quantity Symbol/Description Move pending dividends/interest? Market Value* m Yes m No Specific Tax Lot Date *Market value only needed for IRA/Qualified Plan Accounts Cost Basis Instructions Select One: m Non-Gift / Non-Inheritance m Gift (Gift rules will be.

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