This rule is no longer applicable. NASD Rule 11000 Series has been superseded by FINRA [Rule 11000] Series.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)
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Partnership Name
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Assignor (Present Trustee's Name)
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Assignor's Address
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Customer's A/C Number with Assignor
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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.
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The Assignor hereby assigns to the Assignee 100% of the Assignor's right, title and interest in the Limited Partnership(s) described herein.
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ASSIGNOR'S RELEASE:
Authorized Signature X
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(DATE)
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Designee (New Trustee's Name)
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(Assignee's Address)
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(Customer's A/C Number with Assignee)
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(Assignee's Tax ID Number)
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New Trustee's (Assignee's) Instructions:
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Partnership Information:
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ASSIGNEE'S ACCEPTANCE
Authorized Signature X
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(DATE)
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Assignee:
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Upon receipt, forward this form and the original certificate (if available) to the General Partner for re-registration.
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General Partner:
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