Complete each section of the Beneficiary Account Setup and Withdrawal Form. 2. Have the plan sponsor sign section 9 of the form.You can call them up with the bank account details (account number, bank sort code, account name and any additional reference needed) and they can transfer it. Complete a Notice of Petition to Administer Estate – DE-121. 2. A Fictitious Business Name shall be filed within 40 days of first transacting business. Once registered, it is effective for 5 years. I've been trying to google it but all I can find is how to transfer money that's in the self-directed account but hasn't been invested yet. You don't say which country you are in but in the UK you wouldn't be writing a letter to the bank manager. The firm's international private equity and structured capital portfolios include more than 140 companies. The State of California is proud to announce the launch of the California Kids Investment and Development Savings Program (CalKIDS) program.