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  • Account Transfer Instruction Form

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Account Transfer Instruction FormUse this form to transfer securities and/or funds from another financial institution to Deutsche Bank Trust Company Americas (DBTCA). Please use a separate form for.

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Related links form

Wire Tranfer Form.pdf 210KB Feb 27 2013 02:59:23 PM Solution Series/Cyborg Account Request Form - Tulane University R Sum Collection Form Phone: (504) 862-8083

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If you'd like to transfer your securities account assets from one broker-dealer to another, you need to initiate the process by completing a Transfer Initiation Form (TIF) and send it to the firm you'd like to start working with. The new firm, called the "receiving firm," can give you this form.

Many investors transfer their accounts from one brokerage firm to another without a hitch. If your transfer goes smoothly, count on the whole process taking two to three weeks.

In general, approved transfers complete within 4 to 8 business days. Almost all transfers complete within 10 business days. Each firm is required to perform certain steps at specific intervals in the process. Feel free to review the Full ACATS transfer process flow.

Upon receiving a transfer instruction via ACATS, the carrying firm must either validate or take exception to the instruction within three business days.

For Non CBRS firms please mail to Pershing LLC, One Pershing Plaza, Jersey City NJ 07399.

The receiving Member will initiate the transfer by submitting a Transfer Information (TI) record, also known as a TIF (Transfer Initiation Form) to ACATS.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232