Get Form 01047

Filling out the Form 01047 online is a straightforward process designed to facilitate the transfer of securities between accounts. This guide provides a clear, step-by-step approach to ensure users can complete the form accurately and efficiently.

Follow the steps to complete the Form 01047 online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'Customer Accounts' section, enter the account number for the source account and the branch number.
3. Provide the names associated with the source account in the 'Name(s) on Source Account' field.
4. Fill out the details for the receiving account, including the relevant names under 'Name(s) on Receiving Account'.
5. If you are transferring to an IRA or qualified plan account, specify the account number and contribution year, indicating the type of contribution (e.g., rollover).
6. In the 'Transfer Details' section, select the nature of the transfer: entire account, cash (with the option for full balance or specific amount), or securities.
7. If transferring securities, specify the asset type, quantity, and symbol/description.
8. Indicate whether to move pending dividends or interest by selecting 'Yes' or 'No'. Note that market value is only required for IRA or qualified plan accounts.
9. Select the cost basis instruction that applies to your transfer: non-gift/non-inheritance, gift, or inheritance, and provide any necessary details.
10. In the 'Acknowledgments and Signatures' section, sign and date the form to confirm the transfer. Ensure the branch manager also approves with their signature and date.
11. Finally, save your changes, and choose to download, print, or share the completed form as per your requirements.

Complete your forms online to ensure a smooth transfer process.