Pages 1, 2 and 3 are needed for re-registration of accounts (change of ownership) and in-kind transfers (no change in investment). Both the client's signature and yours are required on page 3.

All pages are needed in all other cases. Both client's signature rep's are required on page 3 AND the FFSI Switch Form (Page 4).

If you're unsure, simply submit all 4 pages.