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DIRECT CUSTODIAL TRANSFER REQUEST Sentinel Security Life (CDs, Qualified, Unqualified, Mutual Funds & Qualified Annuities) 2121 South State St., Salt Lake City, UT 84115 Toll Free 800.247.1423 Complete
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How to fill out sentinel direct custodial transfer:

01
Obtain the necessary forms: Start by acquiring the Sentinel Direct Custodial Transfer form from the appropriate financial institution or website. Make sure to have a copy of the form for your records as well.
02
Fill in personal information: Begin by entering your full name, address, phone number, and Social Security number in the designated sections. Ensure that the information is accurate and up-to-date.
03
Provide account details: Include the account number and type of account that you wish to transfer funds from. This information is usually found on your account statement or online banking platform.
04
Specify the receiving institution: Indicate the name and address of the financial institution where you want the funds to be transferred. If necessary, include the account number or any additional details requested.
05
Select the transfer type: Choose the type of transfer you want to initiate. Options may include a full account transfer or a partial transfer. If you are unsure, consult with your financial advisor or the institution's customer service representative.
06
Review and sign: Double-check all the information you have provided to ensure accuracy. Sign the form and date it as required. Missing or incomplete signatures may delay the transfer process.
07
Submit the form: Send the completed form to the specified address or submit it online through the institution's secure platform. Make sure to follow any additional instructions provided by the institution.

Who needs sentinel direct custodial transfer?

01
Individuals with multiple financial accounts: If you have investments, retirement savings, or other assets spread across different financial institutions, the Sentinel Direct Custodial Transfer may be necessary to consolidate these accounts in one place.
02
Those who want to switch custodians: If you are dissatisfied with your current custodian or wish to take advantage of better services or fees offered by another institution, you may need to use the Sentinel Direct Custodial Transfer to move your assets.
03
Investors undergoing life changes: Life events like marriage, divorce, retirement, or estate planning can require transferring custody of your assets. The Sentinel Direct Custodial Transfer facilitates the movement of funds while maintaining the tax advantages associated with retirement accounts and other investment vehicles.
Please note that specific situations may vary, and it is advisable to consult with a financial advisor or custodian for personalized guidance regarding the Sentinel Direct Custodial Transfer process.
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Sentinel direct custodial transfer is a process of transferring custodial assets directly from one financial institution to another without liquidating the assets.
Financial institutions are required to file sentinel direct custodial transfer.
Sentinel direct custodial transfer can be filled out electronically through the Sentinel system.
The purpose of sentinel direct custodial transfer is to facilitate the transfer of custodial assets efficiently and securely.
Sentinel direct custodial transfer must include information such as account details, asset types, and transfer instructions.
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