Get Transfer Of Assets Form For Use For Account Transfers From Non-us ...

Filling out the Transfer Of Assets Form is essential for transferring your assets from a non-US bank or broker to Interactive Brokers. This guide will walk you through each section and field of the form, ensuring a smooth and accurate submission process.

Follow the steps to complete the form accurately.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Begin by providing your Interactive Brokers account information. Enter your Interactive Brokers Account Number, Account Title, and Account Type. Ensure the account type matches the sending account.
3. Next, fill in the Social Security Number or Tax ID Number associated with your Interactive Brokers account.
4. In the section labeled 'Account to be Transferred to Interactive Brokers,' input the name and address of your current bank or broker, including the city, state, and country. You should also indicate a contact person and provide their email address.
5. List the Account Owner Name(s) and the corresponding Account Number at your current bank or broker.
6. Proceed to the 'Assets to be Transferred' section. For each asset, indicate the symbol and provide a description. If you have more assets than space allows, attach additional documentation.
7. Next, ensure to include the quantity, ISIN, settle date, and broker/agent details as required in the table for each asset.
8. In the 'Signatures' section, sign the form and include the date. If it is a joint account, an additional signature is required.
9. Finally, review your form for accuracy. Save your changes, and once you are satisfied, download or print the form. Forward a copy to your current broker along with the attached delivery instructions.

Complete your documents online for a seamless transfer process.