3
Shared Docs
3
Same-Page
3 / 3
Mentions
your secure message center when you log in to your account IIIIII III II III MI CONFIDENTIAL S0NY_GM_00O2BISS wits EFTA_00122913 EFTA01268360 TD Ameritrade Acct a 867-730320 3. TRANSFER INSTRUCTIONS-PLEASE COMPLETE ONLY ONE OF THE FOLLOWING SECTIONS (A,B, OR C) A. BROKERAGE FiRM TRANSFER (Unless otherw
h a copy of your end of year statement to enable us to calculate the required rninimum distribution kr the account. 1. ACCOUNT INFORMATION Your TO Ameritrado Account (The registration of the account being transferred should match your TD Amedtrade account and the Tax ID for both the TO Amer/trade account and ac
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 866468.6268. "if you are requesting to transfer from your Qualified Retirement Plan, please contact you
h a copy of your end of year statement to enable us to calculate the required minimum distribution for the account. 1. ACCOUNT INFORMATION Your TD Ameritrado Account (The registration of the account being transferred should match your TO Ameritrade account and the Tax ID for both the TO Amentrade account and ac
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
ch a copy of your end of year statement to enable us to calculate the required minimum distribution for the account 1. ACCOUNT INFORMATION Your TO Ameritrado Account (The registration of the account being transferred should match your TO Amerind° account and the Tax ID for both the TO Ameritrade account and acc
Entities connected to both TD Ameritrade and Ameritrado Account

Omaha
LOCATIONThe Toronto-Dominion Bank
ORGANIZATIONTrust Companies
ORGANIZATIONthe Tax ID
ORGANIZATIONLiquidation Transfer
ORGANIZATIONAmentrade
PERSONBank/Credit Union
ORGANIZATIONPartial Transfers
ORGANIZATIONBrokerage Firms
ORGANIZATIONBanks, Insurance/Annuity
ORGANIZATIONK Transfer
ORGANIZATION