What kinds of accounts can I transfer to my Banc of America Investment Services, Inc. brokerage account?

In general, brokerage accounts, traditional, Roth and SEP IRAs, UGMA/UTMAs and estate trusts are eligible for online transfer to a Banc of America Investment Services, Inc. Account if they have the same account type (individual, joint, etc.). If your transfer is not eligible for online completion, you can complete the form online then print, sign and fax/mail to us.

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