t Mutual Fund Transfer, use this section to identify the mutual fund positions to transfer. II Liquidation instructions will only be accepted from non-National Securities Clearing Corporation INSCC) firms. IR Select a dividend and capital gain option for direct, in kind mutual fund transfers. If a box is not checked, Pershing will process the

t Mutual Fund Transfer, use this section to identify the mutual fund positions to transfer. IM Liquidation instructions will only be accepted from non-National Securities Clearing Corporation INSCC) firms. • Select a dividend and capital gain option for direct, in kind mutual fund transfers. II a box is not checked, Pershing will process the

t Mutual Fund Transfer, use this section to identify the mutual fund positions to transfer. IM Liquidation instructions will only be accepted from non-National Securities Clearing Corporation INSCC) firms. • Select a dividend and capital gain option for direct, in kind mutual fund transfers. II a box is not checked, Pershing will process the