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IM-11574. Sample Limited Partnership Change of Trustee Form

This rule is no longer applicable. NASD Rule 11000 Series has been superseded by FINRA Rule 11000 Series. Please consult the appropriate FINRA Rule.

Limited Partnership Change of Trustee Form

FBO (Investor's Name)


Partnership Name
Assignor (Present Trustee's Name)


Assignor's Address
Customer's A/C Number with Assignor This hereby constitutes and appoints the said Partnership to transfer the said interests on the books of the Partnership with full power of substitution in the premises.
The Assignor hereby assigns to the Assignee 100% of the Assignor's right, title and interest in the Limited Partnership(s) described herein.
ASSIGNOR'S RELEASE:

Authorized Signature X
(DATE)
Designee (New Trustee's Name)


(Assignee's Address)
(Customer's A/C Number with Assignee)


(Assignee's Tax ID Number)
New Trustee's (Assignee's) Instructions:


Partnership Information:


ASSIGNEE'S ACCEPTANCE

Authorized Signature X
(DATE)

Assignee: Upon receipt, forward this form and the original certificate (if available) to the General Partner for re-registration.
General Partner: