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Names and SSNs. name and SSN appears on both accounts and all account owners sign this form. their name and SSN appear. 3. Send us the completed and signed form Scan and Email support folioinstitutional.com Fax 703-649-6288 U.S. Mail for IRA Accounts ATTN ACATS Folio Institutional PO Box 10265 McLean VA 22102 U.S. Mail for All Other Accounts Important Notes You must submit a separate Account Transfer Form for every account you want to transfer. FOLIO USE ONLY Medallion Signature Guarantee...

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