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mpanies require Original Client Signature. Please mall the Original form to complete the transfer request. IRA Savings Accounts—Typically held with Bank/Credit Union. OTotal Transfer (Transfer entire account) OPartia I Transfer (Transfer pert of account) Portion to transfer O Wire (fees may apply) O Check C
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
mail the Original form to complete the transfer request. 'Each secficn will have additional information. IRA Savings Accounts— Typically held with Bank/Credit Union. ❑Total Transfer (Transfer entire account) K Partial Transfer (Transfer part of account) Portion to transfer $ ❑Wire gees may apply) K Check Ce
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
mpanies require Original Client Signature. Please mall the Original fonn to complete the transfer request. IRA Savings Accounts—Typically held with Bank/Credit Union. OTotal Transfer (Transfer entire account) OPartial Transfer (Transfer part of account) Portion to transfer $ K Wire (Fees may apply) O Check C
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
mpanies require Original Client Signature. Please mail the Original form to complete the transfer request. IRA Savings Accounts—Typically held with Bank/Credit Union. OTotal Transfer (Transfer entire account) ['Partial Transfer (Transfer pert of account) Portion to transfer S O Wire goes may appty) O Check C
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
Entities connected to both Bank/Credit Union and Amentrade

Omaha
LOCATIONthe Tax ID
ORGANIZATIONTrust Companies
ORGANIZATION
TD Ameritrade
ORGANIZATIONLiquidation Transfer
ORGANIZATIONIndividual to Joint
ORGANIZATIONThe Toronto-Dominion Bank
ORGANIZATIONORedeem
PERSONNo Bank Guarantee '
ORGANIZATIONTD AMERITRADE CLIENT
ORGANIZATIONTD Ameritrade Clearing, Inc.
ORGANIZATIONOWire
ORGANIZATIONK SEP IRA
ORGANIZATIONCo-Owner's
ORGANIZATIONFINRNSIPC
ORGANIZATIONTD Ameritrade. Inc.
ORGANIZATIONTD Ameritrade Attn
ORGANIZATIONAmeritrado Account
PERSONAmeritrade Attn
ORGANIZATIONPartial Transfers
ORGANIZATION