Outgoing ACAT/Non-ACAT Security Rescind ... - Chase.com 2026

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The document is a form from J.P. Morgan Securities LLC used to rescind authorization for an outgoing ACAT or Non-ACAT transfer from a brokerage account. It outlines the process for account holders to stop their account transfer, including necessary information and signatures required. The document also provides contact information for assistance and notes that there are no guarantees that the rescission will be processed in time.

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Click ‘Get Form’ to open it 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 the Account Number at Receiving Firm. This information confirms where the transfer was initially directed.
Proceed to sign the form where indicated. If applicable, include a second signature along with the corresponding dates for both signatures.
After completing all fields, review your entries for accuracy before submitting. Finally, fax the completed form to (866) 786-4788 as instructed.

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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 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.

What does non-acat transfer mean?

The Automated Customer Account Transfer Service (ACATS) is a system that automates and standardizes procedures for the transfer of assets in a customer account from one brokerage firm and/or bank to another.

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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).