When requesting an online DRS transfer, the Account Title, Account Ownership, and US Tax Identification Number must match exacty on the sending and receiving accounts. If the Account Title, Ownership, and US Tax Identification Number do not match exactly, the DRS transfer may be rejected and will be subject to any applicable fees. Please check the displayed Account Title and Tax Identification Number prior to submitting your DRS request.
If your account does not have a valid W-9 on file with a US Tax ID number (Social Security number or TIN), we will use a default Tax Identification Number (999999999) when submitting the DRS request. If this is inconsistent with the information on your account with the agent, please contact Client Services via Message Center for assistance in processing the DRS transfer manually. Non matching Tax Identification numbers will lead to a rejection and the applicable fee will be charged.