What are your required actions when initially populating your account?

Select all that apply

- Report, enroll and authorize all participating brokers within 14 days so that investments can import prior to your deadline

- Rollover former employer 401 ( k ) benefit plans

- Transfer all mutual funds to a participating broker

- Review DPM 10320 Appendix US - 3 Deloitte Tracking & Trading Reporting Requirements with your spouse / Spousal Equivalent and gather the necessary documentation