Get Account Transfer Form - Marin Group

Filling out the Account Transfer Form - Marin Group online can be a straightforward process. This guide will walk you through each section of the form, ensuring you provide all necessary information accurately.

Follow the steps to complete your Account Transfer Form online.

1. Press the ‘Get Form’ button to access the Account Transfer Form and open it in the editor.
2. In section A, provide the information about your Schwab account. Ensure you include your name as it appears on your account, your Schwab account number, and your Social Security or Tax ID number.
3. Proceed to section B, where you will enter details regarding the account you are transferring. Input the name of the firm, fund company, or insurance company, along with your account number and the name(s) as they appear on your statement.
4. In section C, indicate the type of transfer you wish to make by completing only one of the subsections (C1, C2, or C3). For example, if transferring a brokerage account, select either the full or partial transfer option.
5. If completing a partial transfer in C1, list the description of the assets and their quantities as specified.
6. If you are transferring mutual funds, complete section C2 by providing the fund name, account number, quantity, and handling preferences.
7. For bank or insurance annuity transfers, check C3 and specify the amount you want to transfer, either in full or a portion.
8. In section D, sign and date the form. If applicable, include the signature of a joint account holder. Remember to attach a copy of your latest statement.
9. Once all sections are complete and verified, you can save the form, download it for your records, print a hard copy, or share it as needed.

Complete your Account Transfer Form online today to ensure a smooth transfer process.