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. YOu receive the current market puce after your transfer request is received, reviewed, and determined to be in good order by the delivering firm. Pershing is not responsible for market fluctuations or delays n the review process. DRS items cannot be liquidated. 2 II this is a mutual fund transfer and
pt appointment as successor custodian (Insert Fern Name) SUCCESSOR CUSTODIAN'S SIGNATURE: DATE: VI. PARTICIPANT SIGNATURE AND CERTIFICATION To the Delivering Firm Named Above: II this account is a qualified retirement account. I have amended the applicable plan SO that it naves as SuCCeSSOI Custodian the trustee listed above.
. YOu receive the current market puce after your transfer request is received, reviewed, and determined to be in good order by the delivering firm. Pershing is not responsible for market fluctuations or delays n the review process. DRS items cannot be liquidated. 2 II this is a mutual fund transfer and
pt appointment as successor custodian (Insert Fern Name) SUCCESSOR CUSTODIAN'S SIGNATURE: DATE: VI. PARTICIPANT SIGNATURE AND CERTIFICATION To the Delivering Firm Named Above: II this account is a qualified retirement account. I have amended the applicable plan SO that it naves as SuCCeSSOI Custodian the trustee listed above.
. YOu receive the current market puce after your transfer request is received, reviewed, and determined to be in good order by the delivering firm. Pershing is not responsible for market fluctuations or delays n the review process. DRS items cannot be liquidated. 2 II this is a mutual fund transfer and
pt appointment as successor custodian (Insert Fern Name) SUCCESSOR CUSTODIAN'S SIGNATURE: DATE: VI. PARTICIPANT SIGNATURE AND CERTIFICATION To the Delivering Firm Named Above: II this account is a qualified retirement account. I have amended the applicable plan SO that it naves as SuCCeSSOI Custodian the trustee listed above.
. YOu receive the current market puce after your transfer request is received, reviewed, and determined to be in good order by the delivering firm. Pershing is not responsible for market fluctuations or delays n the review process. DRS items cannot be liquidated. 2 II this is a mutual fund transfer and
pt appointment as successor custodian (Insert Fern Name) SUCCESSOR CUSTODIAN'S SIGNATURE: DATE: VI. PARTICIPANT SIGNATURE AND CERTIFICATION To the Delivering Firm Named Above: II this account is a qualified retirement account. I have amended the applicable plan SO that it naves as SuCCeSSOI Custodian the trustee listed above.
Entities connected to both Pershing and the Delivering Firm Named Above: II