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Forms

 

 

All forms are in Adobe PDF format and require the Adobe® Acrobat® Reader™. Download and install the free Adobe Acrobat Reader.

Trade-PMR, Accounts Department
P.O. Box 358230
Gainesville, FL 32635-8230

Please make all checks payable to Wells Fargo Clearing Services, LLC.

Authorized User Application

 

New Account Forms

Account Manager Agreement
Appointment of Successor Custodian
Certification of Beneficial Owner
Corporation Account Agreement — Permitting Margin Transactions
Corporation Account Agreement — Security Cash Accounts
Individual Account Holders Supplement
IRA Beneficiary Designation
Joint Account As Tenants In Common
Limited Liability Company Authorization
New Account Application — Individual/Joint
New Account Application — Retirement/Qualified 
New Account Application — Business/Estate/Trust
New Account Application – Required Documents Table
Non-Individual Account Holders Supplement
Non—Corporate Agreement
Partnership Account Agreement
Parent Indemnification
Retirement Plan Certification
Trustee Certification
Trusted Contact Person Authorization

 

Account Transfers

Account Transfer Form
DRS Transfer Authorization
One and Same Letter
Outside Investment Indemnification Letter

 

Other Forms

Access Online Trading Authorization
Account Linking Application
Account Update Form
ACH Authorization Agreement
Authorization to Release Account Information Online
Customer Agreement
Customer Relationship Summary (Form CRS)
Check Writing/Debit Card Application (Individual/Joint/Custodial/IRA)
Check Writing/Debit Card Application (Non-Individual)
Daily Trade Confirmation Waiver
Distribution Request for Qualified Plans
Distribution Request from an IRA
ESA Distribution Form 
IRA Beneficiary Claim Form
IRA Contribution Form
IRA Recharacterization Form
Letter of Authorization to Wire Funds
Letter of Authorization to Request Check or Journal Transfer 
Letter of Authorization to Transfer Funds or Securities
Margin Agreement (Individual/Joint/Trust Accounts)
Options Agreement* 
Power of Attorney Supplement
Resignation of Custodian
Roth Conversion
Signature Validation Form
Third-Party Authorization and Indemnity Form
Transfer on Death Agreement
Worthless Security Removal

 

* Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Prior to applying for options, please read the Characteristics and Risks of Standardized Options. Options trading privileges subject to TradePMR review and approval. Supporting documentation for any claims, if applicable.