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Once received RBC WM must deem that the transfer was received as of the prior December 31st for determining any RMD. If deemed ineligible for ACATS the assets will be manually transferred Non-ACATS to RBC WM and typically take longer for Delivering Firm to transfer. Exempt payees Provide exempt payee code if any if you are exempt from backup withholding and information reporting. Asset List Complete if instructed in 1 above or for mutual fund transfers from Fund Company. Attach additional...
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Individuals who have multiple branches and need to associate a unique rep ID with an alternate branch.
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Companies or organizations that operate in different locations and want to assign different representative IDs for each branch.
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Businesses with a network of representative agents who work across various branches and require separate identification.
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Rep ID alternate branch is a unique identifier assigned to a representative at an alternate branch location.
Representatives working at alternate branch locations are required to file rep ID alternate branch.
Rep ID alternate branch can be filled out by providing the necessary information about the representative at the alternate branch location.
The purpose of rep ID alternate branch is to accurately track and monitor representatives working at alternate branch locations.
The information reported on rep ID alternate branch includes the representative's name, contact information, and branch location.
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