K 3EP IRA EI Other: 2. PLEASE PROVIDE INFORMATION ABOUT THE DELIVERING ACCOUNT (As directed in Section loom registration and tax IDS tor the TO Amerifrade account and account being transferred should match.) Account Number (Reoulredl: (Only ono perform) Account Resestrationclitle: SOUTHERN FINANCIAL

y For any investment instruments that have a renewal deadfine, maturity date, surrender charge period/window, etc., paperwork must be received by TO Amerifrade in good order three weeks prior to the firm deadline to allow for proper processing times. To liquidate a CO held in a non-retirement account, conta