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In specie transfers to Portfolio focus Premium Retirement Service Deposit Please complete these instructions in black ink using BLOCK letters. This form should be completed when you want to transfer

How to fill out in specie transfers to

How to fill out in specie transfers to:

1. Obtain the necessary in specie transfer form from the relevant institution or financial advisor. This form will typically require your personal information, account details, and the details of the assets being transferred.
2. Provide accurate and complete information on the form. Ensure that all relevant fields are completed, including the description, quantity, and current market value of the assets being transferred.
3. Review the form for any errors or discrepancies before submitting it. Double-check that all information is accurate and matches the supporting documentation, such as statements or certificates for the assets being transferred.
4. If required, attach any additional supporting documentation as requested by the institution or financial advisor. This may include copies of asset certificates, statements, or any other relevant documents.
5. Submit the completed in specie transfer form along with any supporting documentation to the designated recipient or institution. Follow any specific instructions provided by the recipient regarding submission method, such as sending it by mail, fax, or electronically.
6. Keep a copy of the completed form and supporting documentation for your records. This will help you to track the progress of the transfer and serve as proof of the assets being transferred.

Who needs in specie transfers to:

1. Investors who want to transfer their investments from one financial institution to another may need to utilize in specie transfers. This method allows for the transfer of assets, such as stocks, bonds, or mutual funds, without the need to liquidate them first.
2. Individuals or businesses looking to restructure their investment portfolios may also benefit from in specie transfers. This enables them to reallocate their assets while potentially avoiding liquidation costs and maintaining the tax advantages associated with certain investments.
3. In specie transfers may also be useful for estate planning purposes. Transferring assets in kind can help preserve the original cost basis or certain tax benefits that would otherwise be lost through liquidation and repurchase.

Overall, in specie transfers are commonly used by individuals, investors, and businesses who wish to transfer assets between financial institutions or restructure their investment portfolios while maintaining the integrity and tax advantages of their investments.

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