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BNY Mellon Brokerage Services P.O. Box 9008 Hinesville, NY 118029008INDIVIDUAL TRANSFER ON DEATH ACCOUNT AGREEMENT If you have any questions please call a BNY Mellon Brokerage Account Representative

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Transfer agency services are specialized services that help manage the transfer of securities between investors.

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Financial institutions and companies that manage or facilitate securities transactions are required to file transfer agency services.

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The purpose of transfer agency services is to ensure that securities transactions are processed efficiently and accurately.

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Information such as the type and quantity of securities being transferred, the names of the parties involved, and any relevant dates must be reported on transfer agency services.

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