Outgoing ACAT/Non-ACAT Security 2026

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45 votes

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 necessary information required, including account details and signatures, and provides instructions for contacting the service center if the rescind request is unsuccessful. The document also notes potential implications of transferring back to JPMS after six months.

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Click ‘Get Form’ to open the Outgoing ACAT/Non-ACAT Security document in the editor.
Begin by filling in your ACCOUNT HOLDER NAME in all capital letters. This ensures clarity and accuracy for processing.
Enter your JPMS Account Number, which is essential for identifying your brokerage account.
In the 'Contra Firm (Receiving Institution) Account Information' section, provide the Receiving Firm Name and your Account Number at that firm. This information is crucial for rescinding the transfer.
Sign and date the form where indicated. If applicable, include a second signature along with its date. Ensure both signatures are clear to avoid processing delays.
After completing the form, fax it along with any necessary attachments to (866) 786-4788 as instructed. Keep a copy for your records.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (99 Votes)
2018	4.4 Satisfied (229 Votes)
2017	4.2 Satisfied (45 Votes)

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