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How to use or fill out Outgoing ACAT/Non-ACAT Security Rescind Authorization with our platform

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Click ‘Get Form’ to open the Outgoing ACAT/Non-ACAT Security Rescind Authorization in the editor.
Begin by entering your ACCOUNT HOLDER NAME in all capital letters. This ensures clarity and accuracy in processing your request.
Next, input your JPMS Account Number. This is crucial for identifying your account and facilitating the rescind process.
In the 'Contra Firm (Receiving Institution) Account Information' section, provide the Receiving Firm Name and Account Number at Receiving Firm. This confirms where you initially intended to transfer your assets.
Proceed to sign the form. Ensure that you include your signature and date in the designated fields. If applicable, a second account holder should also sign.
After completing the form, save it and fax it along with any attachments to (866) 786-4788 as instructed.

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2021	4.8 Satisfied (99 Votes)
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What is an outgoing acat?

An Automated Customer Account Transfer (ACAT) is used to transfer securities between brokerage accounts held at different brokerage firms. These transfers are automated by a system called the Automated Customer Account Transfer Service (ACATS).

How does an ACAT transfer work?

ACATS: The Automated Customer Account Transfer Service (ACATS) is an automated system for the transfer of assets in a client account from one brokerage firm to another. Non-ACATS: Other transfers are supported by manual processes that vary from firm to firm and require hard copy transfer paperwork.

What does non-acat mean?

We support online transfers for the following account types: Individual, Roth IRA, Traditional IRA and Beneficiary IRA. For all other account typesincluding joint accountsprint, sign and mail a completed Account Transfer Form (PDF), with an account statement from the external firm dated within the last 90 days.

What is an outgoing ACAT transfer?

The Automated Customer Account Transfer Service can be used to transfer stocks, bonds, cash, unit trusts, mutual funds, options, and other investment products. The system may be required when an investor wants to move their account from one brokerage firm to another.

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Outgoing ACAT/Non-ACAT Security Rescind Authorization. Outgoing ACAT/Non-ACAT Security Rescind Authorization 2026

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What is an outgoing acat?

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What is an outgoing ACAT transfer?

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Outgoing ACAT/Non-ACAT Security Rescind Authorization. Outgoing ACAT/Non-ACAT Security Rescind Authorization 2026

Here's how it works

How to use or fill out Outgoing ACAT/Non-ACAT Security Rescind Authorization with our platform

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What is an outgoing acat?

How does an ACAT transfer work?

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What is an outgoing ACAT transfer?

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