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urity For any Investment instruments that have a renewal deadline, maturity date, surrender charge pertodlwindow etc., paperwork must be received by TD Ameritrade in good order three weeks prior to the firm deadine to allow for proper processing times. To liquidate a CD held in a non-retirement account, contac
nal form to complete the transfer request. IRA Savings Accounts-Typically held with Bankleredit Union. OTotal Transfer (Transfer entire account) ['Partial Transfer (Transfer part of account) Portion to transfer $ ❑Wire gees may aPPY/ 0 Check Certificates of Deposit (CDs). ['Redeem my CD immediately. l am aware of, a
tribution for the account. 1. ACCOUNT INFORMATION Your TD Ameritrade Account (The registration of the account being transferred should match your TD Ameritrade account and the Tax ID for both the TO Amentrade account and account being transferred.) Account Number (Required): (Only one perform) Account Re
form to complete the transfer request. IRA Savings Accounts—Typically held with Bank/Credit Union. El total Transfer ( transfer entire account) ['Partial Transfer (Transfer part of account) Portion to transfer O Wire (fees troy OPPlY) O Check Certificates of Deposit (CDs). ['Redeem my CD immediately. I am aware of
esting the transfer from, (dated within 90 days) in order for the transfer to be processed. Please submit the completed form to TD Ameritrade Attn: TD Ameritrade, PO Box 2760, Omaha, NE 68103-2760 or fax to 866-468-6268. To submit the completed and signed form(s) electronically through our secure Message Cent
al form to complete the transfer request. IRA Savings Accounts—Typically held with BanicICredit Union. OTotal Transfer (Transfer entire account) ['Partial Transfer (Transfer part of account) Portion to transfer EI Wire (fees ft:vagary) 0 Chock Certificates of Deposit (CDs). ORedeem my CD immediately. am aware of; a
uesting the transfer from, (dated within 90 days) in order for the transfer to be processed. Please submit the completed form to TD Ameritrade Ann: TD Ameritrade, PO Box 2760, Omaha, NE 68103-2760 or fax to 866-468-6268. To submit the completed and signed form(s) electronically through our secure Message Cent
nal form to complete the transfer request. IRA Savings Accounts—Typically held with Bank/Credit Union. OTotal Transfer (Transfer entire account) ['Partial Transfer (Transfer pert of account) Portion to transfer S O Wire goes may appty) O Check Certificates of Deposit (CDs). ORedeem my CD immediately. I am aware of,
y early withdrawal. Select only one: Liquidate annuity in full or partial liquidation. If partial is selected, amount for partial must be included. TD Ameritrade is not responsible for the timing or execution of liquidations processed by the dekvenng firm C. MUTUAL FUND COMPANY TRANSFER Check box for in-kin
ginal form to complete the transfer request. IRA Savings Accounts—Typically hold with Bankleredit Union. OTotal Transfer (Transfer untie account) °Partial Transfer (Transfer part of account) Portion to transfer S O Wire roes may apply) K Check Certificates of Deposit (CDs). °Redeem my CD Immediately. I am aware of,
Entities connected to both TD Ameritrade and Partial Transfer (Transfer

Omaha
LOCATIONThe Toronto-Dominion Bank
ORGANIZATIONTrust Companies
ORGANIZATIONTD Ameritrade, Inc.
ORGANIZATIONLiquidation Transfer
ORGANIZATIONthe Tax ID
ORGANIZATIONIndividual to Joint
ORGANIZATIONTD Ameritrade Clearing, Inc.
ORGANIZATIONTD Ameritrade Attn
ORGANIZATIONNo Bank Guarantee '
ORGANIZATIONTD AMERITRADE CLIENT
ORGANIZATIONMedallion Signature Guarantee
ORGANIZATIONTD Ameritrade IP Company, Inc.
ORGANIZATIONORedeem
PERSONSocial Security/Tax
ORGANIZATIONEl Traditional
ORGANIZATIONIntel Mac OS
ORGANIZATIONthe Mutual Fund s
ORGANIZATIONAmeritrade Clearing.
ORGANIZATIONBank/Credit Union
ORGANIZATION