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LBI International Practice ServiceProcess Unit AuditShelfCrossOverVolume18Information Gathering UIL Code9460Part18.2Information Gathering ActivitiesLevel 2 UIL9460.02Chapter18.2.2Issuing a Formal
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Cross-over is the process of moving funds or assets from one account to another.
Individuals or entities who need to transfer funds between accounts are required to file cross-over.
To fill out a cross-over form, you will need to provide information about the accounts involved and the amount of funds being transferred.
The purpose of cross-over is to transfer funds or assets between accounts to meet specific financial needs or goals.
The information that must be reported on a cross-over form includes the account numbers, amount of funds, and reason for the transfer.
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