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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
Step 1: Start by downloading the ACAT form 02-13 revisededitable1rtf from the official website or obtain a hard copy from your local ACAT office.
02
Step 2: Read the instructions thoroughly to understand the purpose of each section on the form. Familiarize yourself with the requirements and any supporting documents needed.
03
Step 3: Begin filling out the form by entering your personal information in the designated fields. This may include your name, address, date of birth, and contact details.
04
Step 4: Proceed to the relevant sections of the form and provide the requested details. This may include information about the account you wish to transfer, such as the current custodian's name, account number, and type of account.
05
Step 5: If applicable, provide information about any securities or assets held in the account, including their descriptions and respective quantities.
06
Step 6: Review the completed form to ensure all required fields are filled out accurately and all necessary supporting documents are attached.
07
Step 7: Sign and date the form in the designated area. Make sure to follow any additional instructions regarding witness signatures if required.
08
Step 8: Make copies of the form and any supporting documents for your records.
09
Step 9: Submit the completed ACAT form 02-13 revisededitable1rtf and all supporting documents to the appropriate recipient as indicated in the instructions.
10
Step 10: Follow up with the recipient to ensure the form is received and processed in a timely manner. Keep track of any confirmation or reference numbers provided.
Who needs acat form 02-13 revisededitable1rtf?
01
ACAT form 02-13 revisededitable1rtf is typically required by individuals or entities who want to transfer their investment accounts from one custodian to another. This form is used for the Automated Customer Account Transfer (ACAT) system, which facilitates the smooth transfer of assets between financial institutions.
02
It may be needed by individuals who wish to consolidate their accounts, change their custodian for better services or lower fees, or switch investment firms. Financial advisors, brokers, and investment professionals may also need this form to initiate transfer requests on behalf of their clients.
03
It is essential to consult the specific guidelines provided by the receiving custodian or financial institution to determine if ACAT form 02-13 revisededitable1rtf is the appropriate form for the transfer process.
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What is acat form 02-13 revisededitable1rtf?
ACAT Form 02-13 revisededitable1rtf is a form used for transferring securities between broker-dealers.
Who is required to file acat form 02-13 revisededitable1rtf?
Broker-dealers and financial institutions are required to file ACAT Form 02-13 revisededitable1rtf when transferring securities.
How to fill out acat form 02-13 revisededitable1rtf?
To fill out ACAT Form 02-13 revisededitable1rtf, you need to provide information about the transferring and receiving parties, as well as details about the securities being transferred.
What is the purpose of acat form 02-13 revisededitable1rtf?
The purpose of ACAT Form 02-13 revisededitable1rtf is to facilitate the transfer of securities between broker-dealers in a standardized and efficient manner.
What information must be reported on acat form 02-13 revisededitable1rtf?
Information such as account numbers, security descriptions, quantities, and transfer instructions must be reported on ACAT Form 02-13 revisededitable1rtf.
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