> FICTITIOUS DOCUMENT — FORGE DEMO ONLY · SPECIMEN

# ACAT Transfer Status — The Westcombe Household (H108)

**Client:** Kenneth Westcombe · **Household:** H108
**Receiving account:** Kenneth Westcombe — Revocable Trust · Ridgeline Custody Services · ••• 3842
**Delivering firm / account:** [REDACTED — SPECIMEN]
**Prepared by:** Priya (client service)

| Milestone | Date | Status |
|---|---|---|
| Transfer initiated (ACAT submitted) | 2026-09-16 | Done |
| Custodian acknowledgment | 2026-09-18 | Done |
| In-kind positions in transit | 2026-09-22 | Done |
| **Transfer received / settled** | **2026-09-25** | **Complete** |

**Type:** In-kind transfer into the revocable trust account.
**Approx. transferred value at settlement:** ~$985,000 *(unanchored — settlement-date estimate, not a spine figure)*.
**Notes:** Account funded and settled at Ridgeline. **Caution:** the updated advisory agreement
signature page (sent 2026-09-18, nudged 2026-09-23) is still outstanding as of 2026-10-05 — the
account is funded ahead of the executed current-cycle agreement. Client service to obtain signature
before the next billing cycle. See onboarding checklist (H108).