Epstein Secrets

alified Plan (401k. 4038. PSP. etc.) Contra/Detwering Firm Emait ['Estate ❑SIMPLE IRA O SEP IRA Account Type (select one) 00ther. - (Non IRA) El Traditional or Rollover IRA aloint O Roth IRA IDTrust O Beneficiary IRA 0 Corp/Business O Beneficiary Roth IRA OUGMAIUTMA O Qualified Plan (401k, 4038,

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 direct y with the fund company. for brokerage accounts containing Mutual Funds andfor Stocks please complete the Brokerage Firm Transfer sectio

Social Security/1ex 10 Number: (Secondorx makable) Account Type (select one) — (Non IRA) ❑Joint K Trust ECorp/BusIness ❑UGMM)TMA K Estate El Traditional or Reamer IRA 0 Roth IRA 0 Beneficiary IRA K Beneficiary Roth IRA K Qualified Plan (401k, 403B, PSR etc.) ❑SIMPLE IRA K SEP IRA ❑Other: 2. PL

the Mutual Fund(s) you wish to move. Unless otherwise Indicated, TD Ameritrade w,i transfer shares in-kind. This section pertains only to shares of Mutual Funds held direcsy with the fund company, for brokerage accounts containing Mutual Funds and/or Stocks please complete the Brokerage Firm Transfer section

.NY10154 Can Ccara/Delivaing Rrm Email Account Type (select one) O Incrrviduai — (Non IRA) O Joint OTrust OcOrp/Buslness OUGMA/UTMA ['Estate El Traditional or Rollover IRA O Roth IRA O Beneficiary IRA O Beneficiary Roth IRA O Qualified Plan (401k, 4038, PSR etc) O SIMPLE IRA O SEP IRA 00ther if t

transfer shares in-kind. This section pertains only to shares of Mutual Funds held directly with the fund company, for brokerage accounts containing Mutual Funds andlor Stocks please complete the Brokerage Firm Transfer section (Section 3A, above). 'Proprietary Mutual Funds and all no-load Money Market funds