Get the free ACAT Form 02-13 Revisededitable1rtf
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Account Transfer Form
(Print Name of Broker/Dealer Firm)
YOUR SECURITIES DEALER HAS ENGAGED WEDBUSH SECURITIES (WS) AS ITS CLEARING AGENT FOR CARRYING THIS ACCOUNT ON YOUR BEHALF PURSUANT TO A
CORRESPONDENT
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How to fill out acat form 02-13 revisededitable1rtf
How to fill out acat form 02-13 revisededitable1rtf:
01
Gather all the necessary information: Before you start filling out the form, make sure you have all the required information handy. This may include your personal details, account numbers, and any relevant supporting documents.
02
Review the instructions: Take a moment to carefully read and understand the instructions provided with the acat form. This will ensure that you correctly complete each section and avoid any mistakes or omissions.
03
Complete the account information section: Begin by filling out the account information section of the form. This may include the names of the sending and receiving firms, account numbers, and account titles. Double-check the accuracy of this information before proceeding.
04
Fill in the security information: This section requires you to provide details about the securities you wish to transfer. Include the security name, symbol, CUSIP number, and quantity. If you have multiple securities to transfer, you may need to attach additional pages.
05
Provide transfer details: Indicate whether you want to fully or partially transfer the securities. Specify the transfer method, such as a full transfer or a partial transfer with liquidation. If applicable, provide any specific instructions or special considerations related to the transfer.
06
Sign and date the form: After completing all the required sections, make sure to sign and date the acat form. Your signature confirms that the information provided is accurate and that you authorize the transfer.
Who needs acat form 02-13 revisededitable1rtf:
01
Individuals looking to transfer securities between brokerage firms: The acat form 02-13 revisededitable1rtf is primarily used by individuals who want to move their securities holdings from one brokerage firm to another.
02
Investors changing their financial advisor: If you have recently changed financial advisors and want to transfer your investments to your new advisor's firm, you may need to complete the acat form.
03
Individuals consolidating their investment accounts: If you have multiple investment accounts across different firms and want to consolidate them into a single account, the acat form is necessary for transferring securities.
04
Those wishing to change the custodian of their retirement accounts: If you want to switch the custodian of your retirement accounts, such as an IRA or a 401(k), you may require the acat form to facilitate the transfer of assets.
05
Individuals initiating an asset transfer to a different type of account: If you wish to move your assets from one type of account to another, such as from an individual brokerage account to a trust account, the acat form is needed to complete the transfer.
It is always advisable to consult with your current and receiving brokerage firms to ensure that you comply with their specific requirements and procedures when filling out the acat form 02-13 revisededitable1rtf.
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What is acat form 02-13 revisededitable1rtf?
ACAT form 02-13 revisededitable1rtf is a standardized form used for transferring customer accounts between brokerage firms.
Who is required to file acat form 02-13 revisededitable1rtf?
Brokerage firms and financial institutions are required to file ACAT form 02-13 revisededitable1rtf when transferring customer accounts.
How to fill out acat form 02-13 revisededitable1rtf?
ACAT form 02-13 revisededitable1rtf can be filled out by providing the necessary account information, customer details, and signatures of both the sending and receiving brokerage firms.
What is the purpose of acat form 02-13 revisededitable1rtf?
The purpose of ACAT form 02-13 revisededitable1rtf is to standardize and expedite the transfer process of customer accounts between brokerage firms.
What information must be reported on acat form 02-13 revisededitable1rtf?
ACAT form 02-13 revisededitable1rtf requires information such as account numbers, customer names, addresses, and asset details to be reported.
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