(Non IRA) ❑Joint K Trust ECorp/BusIness ❑UGMM)TMA K Estate O Traditional or Roamer IRA O Roth IRA O Beneficiary IRA K Beneficiary Roth IRA K Galati:led Plan (401k, 4038, PSB etc.) O SIMPLE IRA O SEP IRA ❑Other: 2. PLEASE PROVIDE INFORMATION ABOUT THE DELIVERING ACCOUNT (As directed in Secti