/BOSTON/xinet/BosWork/Jobs/23744/PIECE08/2125712FRMReRegistra 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the 'Deceased Owner’s Information' section. Enter the account number, deceased owner's name, and contact details. Ensure that you update the address if necessary.
3. Proceed to the 'New Owner (Inheritor’s) Information' section. Indicate whether this is a new or existing account and provide the relevant account number along with the inheritor's name and daytime phone number.
4. In the 'Transfer Instructions' section, specify how you want to transfer assets. You can choose to transfer all assets in kind or only a portion. Fill in the investment names and corresponding shares or percentages as required.
5. Finally, complete the 'Signature and Date' section. The inheritor or legal representative must sign and date the form, ensuring all necessary certifications are acknowledged.

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