THE EQUITY TRUST COMPANY
ACCOUNT TRANSFER FORM
EQUITY TRUST COMPANY, CL203F, Rev. 1, 9/16/08
instructions and guidelines
Use this form to transfer an account to Equity Trust Company
When completing your Transfer Form, please follow these guidelines:
• Refer to the website transfer page or call 1-888-382-4727 for guidance on what to ask your
previous custodian and to check if your previous custodian’s information is already listed.
• Be sure to fill out ALL sections of the transfer form.
• Original copies of the Transfer Form must be submitted, unless you have received permission
from your previous custodian that a faxed copy will be accepted.
• You musT submit a copy of a current statement for the account you are transferring from with
the form unless you are completing a partial cash transfer.
• For each account that is being transferred to ETC, you musT fill out a separate Transfer form.
overnight:
Equity Trust Company
225 Burns Road
Elyria, OH 44035
regular mail:
Equity Trust Company
P.O. Box 1319
Elyria, OH 44036
Fax/email this form to Equity Trust ONLY if you
have confirmed with your current custodian
they will accept the transfer forms via fax/email
BY FaX: .
(440) 366-3755
BY email:
help@trustetc.com
submission options
P.O. BOX 1319 • ELYRIA, OHIO 44036 • PHONE: (888) 382-4727 • WWW.TRUSTETC.COM • EMAIL: HELP@TRUSTETC.COM
copy of most recent statement is required from account being transferred
* Contact your previous custodian to confirm the address where transfer paperwork should be sent and/or if faxed copies are acceptable.
NAME OF COMPANY
ACCOUNT NUMBER
EsTImATED TRANsFER VALuE:
$
STREET ADDRESS*
CITY
STATE
ZIP CODE
PHONE
FAX*
Where are funds currently held?
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EQUITY TRUST COMPANY, CL203F, Rev. 1, 9/16/08
processing preference (Choose how you would like this form processed and sent to your current Custodian.)
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Processing begins on the business day paperwork is received, if it is received before 10:00 a.m. Eastern Time. If paperwork is received after 10:00 a.m. Eastern Time,
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