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should match.) Account Number (Required): (Only one per form) AccouN Registration/Title: SOUTHERN FINANCIAL LLC Social Sacurity/Tax ID Number. Social Security/Tax ID Number: (Secondary, if applicable) Account Type (select one) ConlrotOeivenna Ron Name (PeKtuire40: DEUTSCHE BANK PRIVATE WEALTH MANAGMENT Oln
,760,000 B. BANK/CREDIT UNION & ANNUITY TRANSFER Transfer cash only. Unless otherwise indicated, all cash will be transferred. Banks, Annuity, and Trust Companies require Original Client Signature. Please mall the Original form to complete the transfer request. IRA Savings Accounts-Typically held with Bankler
should match.) Account Number (Reoulredl: (Only ono perform) Account Resestrationclitle: SOUTHERN FINANCIAL LLC Social Security/Tax ID Number. Social Security/Tax ID Number: (Secondary If applicable) ConfrodOelkedng arm Nome (Rogukoco. DEUTSCHE BANK PRIVATE WEALTH MANAGMENT Corterulaelneering firm Addro,a:
I 25,000 B. BANK/CREDIT UNION & ANNUITY TRANSFER Transfer cash only. Unless otherwise Indicated, all cash will be transferred. Banks, Annuity, and Trust Companies require Original Client Signature. Please mail the Original form to complete the transfer request. IRA Savings Accounts—Typically held with Bank/Cr
transferred.) Account Number (Required): (O* one per form Account Reciatrati i SOUTHERN FINANCIAL LLC SoriN Socutay/Tax ID Number: 66-0799192 Social Security/Tax ID Number (Seceerrafx M applicable) Account Type (select one) ❑Individual — (Non IRA) Rohl Trust 0CorpfBusiness OUGMA/UTMA DEState OTraditio
7. 4. 8. B. BANK/CREDIT UNION 8 ANNUITY TRANSFER Transfer cash only. Unless otherwise indicated, all cash will be transferred. Banks, Annuity, and Trust Companies require Original Client Signature. Please mail the Original fonn to complete the transfer request. IRA Savings Accounts—Typicallyheld with Bank/Cre
account and account being transferred.) Account Number (Required): (Orly one perform) 867-730320 Account RegIstrolionTee: SOUTHERN FINANCIAL LLC Social Security/Tax ID Number: 66-0799192 Social Security/Tax 10 Number: (Seconderx epfflicerble) Account Type (select one) El Individual — (Non IRA) ❑Joint K Tr
,760,000 B. BANK/CREDIT UNION 8 ANNUITY TRANSFER Transfer cash only. Unless otherwise Indicated, all cash will be transferred. Banks, Annuity, and Trust Companies require Original Client Signature. Please mall the Original form to complete the transfer request. IRA Savings Accounts—Typically held with Bank/Cr
Account Number (Required): (ON n ne Ferir ) 867-730320 Account Regletradorade: SOUTHERN FINANCIAL LLC Social Security/4x ID Number 66-0799192 Social Security/Tax ID Number: (Secondary if applicable) Account Type (select one) Individual — (Non IRA) OTruSt OCOrp/SUSIneSS D0GMAUM% ElEstate El Traditional
. 4. 8. B. BANK/CREDIT UNION & ANNUITY TRANSFER Transfer cash only. Unless otherwise Indicated, all cash will be transferred. Banks, Annuity, and Trust Companies require Original Client Signature. Please mall the Original form to complete the transfer request. IRA Savings Accounts—Typically held with BanklCr
Entities connected to both Social Security/Tax and Trust Companies

TD Ameritrade
ORGANIZATION
Omaha
LOCATIONthe Tax ID
ORGANIZATIONThe Toronto-Dominion Bank
ORGANIZATIONLiquidation Transfer
ORGANIZATIONIndividual to Joint
ORGANIZATIONTD Ameritrade Attn
ORGANIZATIONNo Bank Guarantee '
ORGANIZATIONMedallion Signature Guarantee
ORGANIZATIONTD Ameritrade, Inc.
ORGANIZATIONTD Ameritrade Clearing, Inc.
ORGANIZATIONClearing, Inc.
ORGANIZATIONTD Ameritrade IP Company, Inc.
ORGANIZATIONTD AMERITRADE CLIENT
ORGANIZATIONTD Amentrade
PERSONthe Mutual Fund s
ORGANIZATIONPartial Transfer (Transfer
ORGANIZATIONAmeritrade Clearing.
ORGANIZATIONEl Roth
ORGANIZATIONEl Traditional
ORGANIZATION