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Asset Transfers
Asset Transfers
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Asset Transfer Form
Asset Transfer Status
*
Indicates Required Field
Select Accounts
Receiving Account
Account Number
179-128830
Reg Type
Joint Tenants in Common
Account Owner
James Fallon
SSN/TIN
402785567
Secondary Owner(s)
Robert Fallon, Daisey Fallon, James Fallon Jr.
Delivering Account
Firm Name
*
Select the Delivering Firm
Account Number
*
Reg Type
*
Select
Administrator
Bank
Church / Religious Order
Committee
Community Property
Conservator
Corporation
Custodial Uniform Gift to Minors
Custodial UTMA Transfer to Minors
Estate
Fiduciary
Guardian
Health Savings Account
Individual
Individual Transfer On Death
Investment Club
IRA BDA
IRA Regular
IRA Rollover
IRA SEPP
Joint Tenant by Anteriority
Joint Tenant in Common
Joint Tenant With Rights of Survivorship
Joint TIE Transfer Death
Joint USUFRUCT
Joint WROS Transfer On Death
Keogh Money Purchase
Keogh Money Purchase BDA
Keogh Money Purchase Voluntary
Keogh Profit Sharing
Keogh Profit Sharing BDA
Keogh Profit Sharing Voluntary
Limited Liability Company (NF)
Non-Prototype
Non-Prototype IRA
Partnership
Personal Representative
Professional Assn
Professional Corp
Regular Defined Benefit
Rollover Defined Benefit
Roth IRA
Roth IRA BDA
Simple IRA
Sole Proprietorship
Sub-custodial IRA IRA Beneficiary Dist Account (NF)
Sub-custodial IRA Rollover (NF)
Sub-custodial IRA Roth (NF)
Sub-custodial IRA Roth IRA Beneficiary Dist Account (NF)
Sub-custodial IRA SEPP (NF)
Sub-custodial IRA - SIMPLE (NF)
Sub-custodial IRA (NF)
Trust Under Agreement
Trust Under Indenture
Trust Under Will
Unincorporated Assoc.
Voluntary Defined Benefit
What to do if account type is not found.
Account Owner
*
Secondary Owner(s)
*
Select Assets to Transfer
Verify & Submit
Exit and complete later.
Delete and exit.
Delivering Firm Lookup
Firm Name
*
What to do if firm name is not found.
Results - 300 Found
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Firm Name
Firm Type
Accnt # Format