By enrolling in TD Ameritrade Move Money, you are establishing a standing authorization to request c 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your Account Number, Advisor Number, and Case Number in the designated fields.
3. In the Investment Advisor Authority section, provide the name of the advisory firm you wish to authorize.
4. Select the type of request: New instructions, Replace existing instructions, or Remove ALL authorizations.
5. Fill out your personal information including your name, primary and secondary telephone numbers, and Social Security Number.
6. Choose your authorized methods of payment by selecting all applicable options for disbursing funds.
7. If applicable, enter details for internal transfers and ACH authorizations for other accounts as required.
8. Complete the Delivery Details section with necessary wire information if you are requesting a wire transfer.
9. Review and sign the Account Owner Authorization section to grant authority to your Investment Advisor.

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