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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

ocessed by the delivering firm. C. MUTUAL FUND COMPANY TRANSFER Check box for In-kind or Liquidation Transfer. Please list the Symbol or CUSIP for the Mutual Fund s) you wish to move. Unless otherwise Indicated, TO Ameritrade will transfer shares in-kind. This section pertains only to shares of Mutual Funds held

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

ocessed by the delivering firm. C. MUTUAL FUND COMPANY TRANSFER Check box for In-kind or Liquidation Transfer. Please list the Symbol or CUSIP for the Mutual Fund s) you wish to move. Unless otherwise Indicated, TO Ameritrade will transfer shares in-kind. This section pertains only to shares of Mutual Funds held

ptions. For Partial Transfers. list descriptions of assets and shares. Unless otherwise indicated. TO Ameritrade wil transfer in FIJI. 'Please note—TD Ameritrade cannot request Mutual Funds hold at Brokerage Firms to be liquidated. To place trades for liquidation, please contact the delivering firm prior to s

tial Transfer—List specific mutual funds In the lines given below Check box for In-kind or Liquidation Transfer. Please list the Symbol or CUSIP for the Mutual Fund s) you wish to move. Unless othenvise Indicated, TD Ameritrade will transfer shares in-kind. This section pertains only to shares of Mutual Funds held

ptions. For Partial Transfers. list descriptions of assets and shares. Unless otherwise indicated. TO Ameritrade wil transfer in FIJI. 'Please note—TD Ameritrade cannot request Mutual Funds hold at Brokerage Firms to be liquidated. To place trades for liquidation, please contact the delivering firm prior to s

tial Transfer—List specific mutual funds In the lines given below Check box for In-kind or Liquidation Transfer. Please list the Symbol or CUSIP for the Mutual Fund s) you wish to move. Unless otherwise Indicated, TD Ameritrade wit transfer shares in-kind. This section pertains only to shares of Mutual Funds held

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 delivering firm. C. MUTUAL FUND COMPANY TRANSFER Cheek box for In-

ocessed by the delivering firm. C. MUTUAL FUND COMPANY TRANSFER Cheek box for In-kind or Liquidation Transfer. Please list the Symbol or CUSIP for the Mutual Fund s) you wish to move. Unless otherwise Indicated, TD Ameritrade will transfer shares in-kind. This section pertains only to shares of Mutual Funds held