3
Shared Docs
3
Same-Page
3 / 3
Mentions
RITY NUMBER SECONDARY SOCIAL SECURITY NUMBER: ACCOUNT TYPE: (Enter the two character code) Non retirement: Retirement: Other: CO SN-(Single) JT—(Joint) TR—(Trust) CT—(Cotrustee) CO—(Corporate) CU-- (Custodian) ES—(Estate) BC—(Bank Custody) AG—(Agency) IR—(Traditional IRA) RI—(Roth IRA) DR—(Direct
successor custodian. u Please be advised that (Insert Firm Name) SUCCESSOR CUSTODIAN'S SIGNATURE: VI. PARTICIPANT SIGNATURE AND CERTIFICATION To the Delivering Firm Named Above: If this account is a qualified retirement account, I have amended the applicable plan so that it names as successor custodian the trustee listed
RITY NUMBER SECONDARY SOCIAL SECURITY NUMBER: ACCOUNT TYPE: (Enter the two character code) Non retirement: Retirement: Other: CO SN-(Single) JT—(Joint) TR—(Trust) CT—(Cotrustee) CO—(Corporate) CU-- (Custodian) ES—(Estate) BC—(Bank Custody) AG—(Agency) IR—(Traditional IRA) RI—(Roth IRA) DR—(Direct
dian. u Please be advised that EFTA01464637 (Insert Firm Name) SUCCESSOR CUSTODIAN'S SIGNATURE: VI. PARTICIPANT SIGNATURE AND CERTIFICATION To the Delivering Firm Named Above: If this account is a qualified retirement account, I have amended the applicable plan so that it names as successor custodian the trustee listed
RITY NUMBER SECONDARY SOCIAL SECURITY NUMBER: ACCOUNT TYPE: (Enter the two character code) Non retirement: Retirement: Other: CO SN-(Single) JT—(Joint) TR—(Trust) CT—(Cotrustee) CO—(Corporate) CU-- (Custodian) ES—(Estate) BC—(Bank Custody) AG—(Agency) IR—(Traditional IRA) RI—(Roth IRA) DR—(Direct
successor custodian. u Please be advised that (Insert Firm Name) SUCCESSOR CUSTODIAN'S SIGNATURE: VI. PARTICIPANT SIGNATURE AND CERTIFICATION To the Delivering Firm Named Above: If this account is a qualified retirement account, I have amended the applicable plan so that it names as successor custodian the trustee listed
Entities connected to both JT—(Joint and the Delivering Firm Named Above
Pershing
LOCATIONPartial Transfer
ORGANIZATIONNYSE Rule 412
ORGANIZATIONJERSEY CITY
LOCATIOND. BANK
ORGANIZATIONSECTION IV
ORGANIZATIONu Pershing LLC
ORGANIZATIONBC—(Bank Custody
ORGANIZATIONB. DRS
ORGANIZATION