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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
Grantor Supplement
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 
Parent Indemnification 
Partnership Account Agreement 
Retirement Plan Certification
Trustee Certification
Trusted Contact Person Authorization
529 Supplement Form


Account Transfers

Account Transfer Form
DRS Transfer Authorization
Letter of Authorization to Transfer Funds or Securities
One and Same Letter
Outside Investment Indemnification Letter
Signature Validation Form
Stock or Bond Power


Other Forms

Access Online Trading Authorization
Account Linking Application

Account Update Form
Authorization to Release Account Information Online
ACH Form
Information Online
Convert Account Title to Trust
Customer Agreement
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 
International Wire Form
IRA Beneficiary Claim Form
IRA Beneficiary Asset Worksheet
IRA Contribution Form
IRA Recharacterization Form
IRA Transfer Due to Divorce Request
Letter of Authorization to Wire Funds
Letter of Authorization to Request Check or Journal Transfer 
Margin Agreement (Individual/Joint/Trust Accounts)
Options Agreement* 
Proxy/Reorganization Waiver Authorization
Qualified Charitable Distribution (QCD) IRA
Resignation of Custodian
Roth Conversion
Third Party Authorization and Indemnity Form
Transfer on Death Agreement
Worthless Security Removal
529 Plan Account Change Request


* 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.