Account Applications and Forms

  • Brokerage Accounts
  • IRA's
  • Cash Management
  • Account Management
  • Auto Trading
IRA Forms

Traditional or Rollover IRA

New Account Application & Customer Agreement
IRA Simplifier

Roth IRA

New Account Application & Customer Agreement
Roth IRA Simplifier

Coverdell ESA

New Account Application & Customer Agreement
ESA Simplifier

Simple IRA

New Account Application & Customer Agreement
Simple IRA Simplifier
Simple IRA Adoption Agreement
Simple IRA Basic Plan Document
Simple IRA Eligibility Form
Simple IRA Salary Reduction Agreement
Simple IRA Participation Notice & Summary Description

SEP IRA

New Account Application & Customer Agreement
SEP Adoption Agreement
SEP Plan Document
SEP Summary for Employees
SEP Eligibility Form
IRA Simplifier

Money Purchase Plan

New Account Application & Customer Agreement
Qualified Plan Basic Document
Basic Plan Description for Employees
Money Purchase Standardized Adoption Agreement
Qualified Plan Employee Data Worksheet
Guide to Establishing a Qualified Retirement Plan
Designation of Beneficiary

Profit Sharing Plan

New Account Application & Customer Agreement
Qualified Plan Basic Document
Profit Sharing Standardized Adoption Agreement
Qualified Plan Employee Data Worksheet
Guide to Establishing a Qualified Retirement Plan
Designation of Beneficiary

Solo 401(k)

New Account Application & Customer Agreement
401(k) Plan Description
Basic Plan Description for Employees
Super Simplified 401(k) Standardized Adoption Agreement
Qualified Plan Employee Data Worksheet
Guide to Establishing a Qualified Retirement Plan

IRA Deposits

IRA Deposit Form

IRA & Qualified Plan Distributions

IRA Distribution Form
Required Minimum Distribution Form
Roth IRA Distribution Form
Coverdell ESA Distribution Form
Qualified Plan Distribution Form

Roth Conversion

Roth Conversion Request

Option Risk Letters

Option Trading in a SDIRA

Beneficiary Change

Change of Beneficiary Form
Cash Management Account Forms

Priority Account

Priority Account Application (Legal Paper)

Priority Plus Account

Priority Plus + Spectrum Connect Account Application (Legal Paper)

Direct Deposit

Direct Deposit Authorization

Electronic Transfer (ACH)

Authorization for Electronic Transfer
Auto Trading

Trading Authorization

Auto Trade Limited Trading Authorization Form

Terms & Conditions

Auto Trade Terms and Conditions

Update Auto Trading Account

Update Auto Trading Account Form

 

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