It would seem so, although who knows? Maybe the rules are different for different kinds of accounts. Maybe they’ve changed the rules since I had my run-in with them. I’d suggest calling them up and asking. And when they tell you that there will be no charge, I suggest that you write down the time and date of the call and the person from whom you got that answer, just in case they decide to charge you anyway.

I’m probably going to need their assistance too, since they have a lot of gibberish on it?

Yes, probably, unless you do this sort of thing for a living.

I have a Citi Smith Barney account and I want to transfer everything out.

To do it for free all i need to do is fill out Citi’s Form, correct?

I’m probably going to need their assistance too, since they have a lot of gibberish on it?