> FICTITIOUS DOCUMENT — FORGE DEMO ONLY · SPECIMEN

# ACAT Transfer Status — The Tilley Household (H010)

**Client:** Rosalind Tilley · **Household:** H010
**Receiving account:** Rosalind Tilley — Individual Taxable · Bellhaven Trust Co. · ••• 3515
**Delivering firm / account:** [REDACTED — SPECIMEN]
**Prepared by:** Priya (client service)

| Milestone | Date | Status |
|---|---|---|
| Transfer initiated (ACAT submitted) | 2026-06-17 | Done |
| Custodian acknowledgment | 2026-06-19 | Done |
| In-kind positions in transit | 2026-06-22 | Done |
| **Transfer received / settled** | **2026-06-26** | **Complete** |

**Type:** Full account transfer, in-kind.
**Approx. transferred value at settlement:** ~$332,000 *(unanchored — settlement-date estimate, not a spine figure)*.
**Notes:** Positions settled cleanly at Bellhaven Trust Co.; no residual cash sweep pending.
Account funded and moved into the balanced core model. Onboarding checklist row 4 marked complete.