Account Transfer Form
Tel: 1-800-498-7120. Fax: 1-877-367-8466. Web: www.investrade.com. R5 AccountS cARRIeD wIth PenSon fInAncIAL SeRvIceS, Inc. Rev: 01-11-2012. 1. good
Transfer Your Account
www.schwab.com. 1-800-435-4000. 1-800-662-6068 (Multilingual Services). +1- 415-667-5009 (Outside the U.S.). Page 1 of 2. İ2005 Charles Schwab & Co.,
Transfer of Assets I n s t ru c t i o n s
This form may not be used to roll over directly an employer. s p o n s o red re t i rement plan, such as a 401(k) or 403(b). See your employer's human
Transfer Your Account
Use this form to transfer securities and/or funds from another financial . Date. 4. Discrepancies of Account Name and Type. (REQUIRED, if the account name
2010 Instruction 1099-CAP
Information is also published. Reminder on the IRS website. Go to www.irs.gov and enter keyword. In addition to these specific instructions, you should