Get 8_exerform_0804.indd. Narrative Adv

This guide provides a comprehensive overview of how to complete the 8_exerform_0804.indd. Narrative ADV online. Follow the steps outlined below to ensure that your form is filled out accurately and effectively.

Follow the steps to successfully complete the form.

1. Click the ‘Get Form’ button to access the form and open it for editing.
2. Begin by providing your E*TRADE Securities LLC account number if you are a current customer. This ensures that your submission is appropriately linked to your existing account.
3. In section A, fill out your account holder details, including your full name, email address, address, social security number, and contact phone numbers. Ensure that the registration matches the account you are transferring.
4. Provide information about the account you are transferring, including the name and address of the delivering firm. Accurate details help facilitate the transfer process.
5. In section B, indicate whether you wish to transfer all assets or only specific assets from your brokerage account. If transferring specific assets, list the quantity and description of each security.
6. Section C requires stock purchase information. Include the grant type, grant number, grant date, option price, exercise fair market value, exercise date, shares, and company name. Be thorough, as this information is vital for processing the transfer.
7. Review section D carefully, sign the document, and date it. If applicable, co-account holders should also sign in the designated area.
8. If you are transferring certificates, follow the instructions in section E, including signing the certificates and providing a notarized letter if necessary.
9. Once all sections are completed, save your changes and prepare for submission. You can either download or print the form to send it to the appropriate address.

Complete your document online to ensure a smooth transfer process.