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Internal Account Transfer (Non-Taxable)

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IMPORTANT INFORMATION FOR YOU

Use this form when moving cash and/or assets from one Equity Trust account to another Equity Trust account owned by the same account
holder. Accounts must be of the same type. Example: Traditional IRA to Traditional IRA.
This is a non-taxable transaction and will not generate tax reporting.

1 ACCOUNT HOLDER INFORMATION

ACCOUNT HOLDER NAME PRIMARY DAYTIME PHONE NUMBER EMAIL ADDRESS
Timothy Edward Dunbar (254) 644-0263 timdunbar55@gmail.com

2 TRANSFER INSTRUCTIONS
The Equity Trust accounts included in the internal account transfer request must be of the same account type and owned by the same account
holder.

Equity Trust Account Type Being Transferred: To Equity Trust Account Type:
c Traditional IRA c SIMPLE IRA c Traditional IRA c SIMPLE IRA
c Roth IRA c HSA c Roth IRA c HSA
c SEP IRA c Education (CESA) c SEP IRA c Education (CESA)

ACCOUNT NUMBER TO TRANSFER FROM ACCOUNT NUMBER TO TRANSFER TO

2000403098 200634215

INDICATE BELOW IF YOU ARE REQUESTING A FULL OR PARTIAL TRANSFER

c Full Transfer - Transfer ALL assets “in-kind” and any cash balance to the new account.
c Leave the transferred account open c Close the transferred account
c Partial Transfer in Cash - Transfer only the specified dollar amount to the new account.

Dollar Amount to Transfer $____________________________________________

c Partial Transfer “in-kind” - Transfer only the specified assets listed below:
ASSET NUMBER (IRN) ASSET DESCRIPTION # SHARES OR UNITS APPROXIMATE VALUE

TRANSFER CRYPTO ASSETS ONLY

ASSET NUMBER (IRN) ASSET DESCRIPTION # SHARES OR UNITS APPROXIMATE VALUE

ASSET NUMBER (IRN) ASSET DESCRIPTION # SHARES OR UNITS APPROXIMATE VALUE

ASSET NUMBER (IRN) ASSET DESCRIPTION # SHARES OR UNITS APPROXIMATE VALUE

ASSET NUMBER (IRN) ASSET DESCRIPTION # SHARES OR UNITS APPROXIMATE VALUE

SIGNATURES
By signing below, you are indicating you have read, understand, and agree to the instructions and representations made on this Internal Account Transfer
Form.
SIGNATURE OF ACCOUNT HOLDER DATE
12/12/2023

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