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KIND u LIQUIDATE ALL ASSETS LISTED brokerage accounts) u TRANSFER ALL ASSETS IN KIND WHICH REQUIRE LIQUIDATION u PARTIAL (Complete Section IV) B. DRS/DRIP u FULL (Check one below) u SELL FRACTIONS AND CLOSE ACCOUNT u TRANSFER ALL FULL SHARES ONLY u PARTIAL (List assets in Section IV) NOTE: For
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
KIND u LIQUIDATE ALL ASSETS LISTED brokerage accounts) u TRANSFER ALL ASSETS IN KIND WHICH REQUIRE LIQUIDATION u PARTIAL (Complete Section IV) B. DRS/DRIP u FULL (Check one below) u SELL FRACTIONS AND CLOSE ACCOUNT u TRANSFER ALL FULL SHARES ONLY u PARTIAL (List assets in Section IV) NOTE: For
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
KIND u LIQUIDATE ALL ASSETS LISTED brokerage accounts) u TRANSFER ALL ASSETS IN KIND WHICH REQUIRE LIQUIDATION u PARTIAL (Complete Section IV) B. DRS/DRIP u FULL (Check one below) u SELL FRACTIONS AND CLOSE ACCOUNT u TRANSFER ALL FULL SHARES ONLY u PARTIAL (List assets in Section IV) NOTE: For
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 B. DRS and the Delivering Firm Named Above
Pershing
LOCATIONPartial Transfer
ORGANIZATIONNYSE Rule 412
ORGANIZATIONJERSEY CITY
LOCATIOND. BANK
ORGANIZATIONSECTION IV
ORGANIZATIONu Pershing LLC
ORGANIZATIONJT—(Joint
ORGANIZATIONBC—(Bank Custody
ORGANIZATION