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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
Estate O Traditional or Rollover IRA O Roth IRA O Beneficiary IRA O Beneficiary Roth IRA O Qualified Plan (401k, 4038, PSP, etc.) O SIMPLE IRA K SEP IRA 00ther If the registrations do not match, you may either establish a new account online at www.tdameritrade.com or you must supply additional docu
,760,000 B. BANK/CREDIT UNION 8 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 form to complete the transfer request. IRA Savings Accounts—Typically held with BanicIC
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. PLEASEPROVIDE INFORMATION ABOUT THE DELIVERING ACCOUNT (As directed in Section 1 both registration and Tax lOs for the TOAm.:Wade acc
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
tate El Traditional or Rollover IRA EI Roth IRA K Beneficiary IRA K Beneficiary Roth IRA K Qualified Plan (401k, 403B, PSI? etc.) O SIMPLE IRA K SEP IRA pother: 2. PLEASE PROVIDE INFORMATION ABOUT THE DELIVERING ACCOUNT (As directed in Section 1 both registration and Tax IDs forthe TO Amended° 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
RA Corp/Business K Beneficiary Roth IRA ❑UGMA/UTMA K Qualified Plan (401k, 403B, PSP, etc.) Contra/Delivering Frm Email: ❑Estate K SIMPLE IRA K SEP IRA Account Type (select one) ❑Other: ❑Individual — (Non IRA) K Traditional or Rollover IRA ❑Joint K Roth IRA ❑Trust K Beneficiary IRA K Corp/B
Entities connected to both Trust Companies and K SEP IRA

TD Ameritrade
ORGANIZATION
Omaha
LOCATIONthe Tax ID
ORGANIZATIONLiquidation Transfer
ORGANIZATIONThe Toronto-Dominion Bank
ORGANIZATIONIndividual to Joint
ORGANIZATIONORedeem
PERSONAmentrade
PERSONNo Bank Guarantee '
ORGANIZATIONTD AMERITRADE CLIENT
ORGANIZATIONTD Ameritrade Clearing, Inc.
ORGANIZATIONMedallion Signature Guarantee
ORGANIZATIONClearing, Inc.
ORGANIZATIONBank/Credit Union
ORGANIZATIONTD Ameritrade IP Company, Inc.
ORGANIZATIONPartial Transfer (Transfer
ORGANIZATIONFINRNSIPC
ORGANIZATION❑Individual
ORGANIZATION