Common use of Transfer Information Clause in Contracts

Transfer Information. Please transfer assets from the above account to First National Bank of Omaha. Transfer should be according to the following instructions: Full Transfer. Please liquidate all assets in my account. Partial Transfer: Traditional IRA Rollover IRA SEP IRA $ Liquidate Transfer in kind. Please transfer: from my account. (Fund Name) ▇▇▇▇ ▇▇▇ ▇▇▇▇ Conversion IRA SIMPLE IRA Qualified Retirement Plan 403(B) Plan/Tax Shelter Annuity ▇▇▇▇▇▇▇▇▇ ESA Inherited Traditional IRA Inherited ▇▇▇▇ ▇▇▇ Immediately Upon maturity (if applicable). Maturity date is: (Please return this form 2 weeks prior to maturity) Traditional IRA Rollover IRA SEP IRA ▇▇▇▇ ▇▇▇ ▇▇▇▇ Conversion IRA SIMPLE IRA Qualified Retirement Plan 403(B) Plan/Tax Shelter Annuity ▇▇▇▇▇▇▇▇▇ ESA Inherited Traditional IRA Inherited ▇▇▇▇ ▇▇▇ I understand that the requirements for a valid transfer to a Traditional IRA or ▇▇▇▇ ▇▇▇ are complex and I acknowledge that I have the responsibility for complying with all requirements and for the tax results of any such transfer.