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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.
deem and terminate on my behalf I am aware of, and acknowledge, that lam responsible for any penalties that I may incur from any early withdrawal. K Transfer my Annuity K Full K Partial $ I have an annuity policy that I wish to transfer. Please redeem and terminate on my behalf. I ant aware of, and ackn
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.
account statement dated within 90 days. 'Note: All shares MUST be held in Book-Entry form at the Transfer Agent, prior to initiating the transfer: K Transfer all of my WHOLE shares to my TO Ameritrade account and liquidate any fractional shares. understand the cash proceeds of any liquidation will be mail
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 section will hove additional Information.
ds of any liquidation will be mailed directly to the address on file for my account This option will leave your account open at the Transfer Agent. K Transfer all of my WHOLE shares to my TO Ameritrade account and liquidate any fractional shares. I understand the cash proceeds of any fiquidation will be ma
Entities connected to both Trust Companies and K Transfer

Omaha
LOCATION
TD Ameritrade
ORGANIZATIONthe Tax ID
ORGANIZATIONLiquidation Transfer
ORGANIZATIONThe Toronto-Dominion Bank
ORGANIZATIONAmentrade
PERSONBank/Credit Union
ORGANIZATIONPartial Transfers
ORGANIZATIONthe Mutual Fund s
ORGANIZATIONBrokerage Firms
ORGANIZATIONBanks, Insurance/Annuity
ORGANIZATIONAmeritrade Attn
ORGANIZATIONAmeritrado Account
PERSONK Partial Transfer (Transfer
ORGANIZATIONEGIST
ORGANIZATIONTD Ameritrade Clearing. Inc.
ORGANIZATIONB. C
ORGANIZATION