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Get One-and-the-same Letter

Ity account and the account from which your assets are being transferred ( Delivering Account ). For complete name changes, such as due to marriage or divorce, complete the Name Change form and include the appropriate legal documents such as a marriage certificate or divorce decree. Do NOT use this form for employer-sponsored accounts. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information or signatures, use a copy of the relevant p.

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