This form is a sample letter in Word format covering the subject matter of the title of the form.
This form is a sample letter in Word format covering the subject matter of the title of the form.
Our transfer agent is Computershare.
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Beneficiary Transfer/ Distribution Request Form — Request a transfer and/or distribution of retirement assets to the beneficiary of an IRA, Roth IRA, SEP IRA, SIMPLE IRA or SAR-SEP account for which Fiduciary Trust International of the South ("FTIOS") serves as custodian.