Epstein Secrets

,760,000 B. BANKfCREDIT 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 Bank/Cr

our 1D Amodtrado Account (The registration of the account being transferred should match your TD Anteritrade account and the Tax ID for both the TO Amentrade account end account being transferred.) Account Number (Required). (Only one per form) Account Registra SOUTHERN FINANCIAL LLC Sods' Se /Tax I

UNION it ANNUITY/LIFE INSURANCE TRANSFER Transfer cash only. Unless otherwise indicated, all cash will be transferred. Banks, Insurance/Annuity, and Trust Companies require Original Client Signature. Please mail the Original form to complete the transfer request. 'Each section will hove additional Information.

ing the transfer from, (dated within 90 days) In order for the transfer to be processed. Please submit the completed form to TO Ameritrade Attn: TO Amentrade, PO Box 2760, Omaha, NE 68103.2760 or fax to 866.468-6268. "If you are requesting to transfer from your Qualified Retirement Plan, please contact yo

5,760,000 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

ck box for In-kind or Liquidation Transfer. Please list the Symbol or CUSIP for the Mutual Furtd(s) you wish to move. Unless otherwise Indicated, TO Amentrade will transfer shares in-kind. This section pertains only to shares of Mutual Funds held direCtly with the fund company. for brokerage accounts conta

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

able proprietary money market and mutual fund assets that are part of my account and to transfer the resulting credit balance to my account with TO Amentrade. If the fund is unable to be held by TO Ameritrade. I (please initial here) authorize the Transferor fo liquidate and transfer as cash. C 0 E N T

UNION 8, ANNUITY/LIFE INSURANCE TRANSFER Transfer cash only. Unless otherwise indicated, all cash will be transferred. Banks, Insurance/Annuity, and Trust Companies require Original Client Signature. Please mail the Original form to complete the transfer request. 'Each secficn will have additional information.

our 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 account being transferred.) Account Number ' • (Onty one per form Account Fterastrati SOUTHERN FINANCIAL LLC Social Security/Tax

5,780,000 B. BANK/CREDIT UNION & ANNUITY TRANSFER Transfer cash only. Unless otherwise Indicated, all cash will bo transferred. Banks, Annuity, and Trust Companies require Original Client Signature. Please mall the Original fonn to complete the transfer request. IRA Savings Accounts—Typically held with Bank/Cr

our TD Ameritrade 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 account being transferred.) Account Number (Required): one per form) 867-730320 Account RegIstratIonfrdle: SOUTHERN FINANCIAL LLC S

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 form to complete the transfer request. IRA Savings Accounts—Typically held with Bank/Cr

er Porn your Qualified Retirement Plan, please contact your plen administrator; this form may not be required. If you are transferdng between two TO Amentrade accounts, please use the Internal transfer form. Please note you cannot use this form fo transfer from a standard checking account and/or savings ac

5,760,000 B. BANIVCREDIT 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 form to complete the transfer request. IRA Savings Accounts—Typically held with Bank/Cr

Employer/Agent Signature above hereby authorizes 70 Ameritrade Clearing, Inc. to accept Its exchange. Date: (Medation Signature Guarantee - For TO Amentrade Use Only) Dase: 7/ 25/20// individual, and as custodian, we agree to (Medallion Signature Guarantee - For TO Amertado Use Only) Investment Produc