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Account Transfer Form
Use this form to transfer assets held at another institution to your Folio Investing account. Instructions
1. Complete and sign this form.
2. Attach your most recent account
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What is use this form to?
This form is used for reporting income tax related information.
Who is required to file use this form to?
Any individual or business entity that has income tax obligations.
How to fill out use this form to?
The form can be filled out manually or electronically, depending on preference or requirement.
What is the purpose of use this form to?
The purpose is to report income, deductions, and credits for tax calculation and compliance.
What information must be reported on use this form to?
Income, expenses, deductions, credits, and any other relevant tax information.
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