Used by the account owner to express desire that upon the death of the account owner, the TOD account assets shall be transferred to the beneficiary. This form is used in place of the entire trust document when opening a trust account. TOP Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated. This may be in cash or securities and may be used on your initial purchase. We will review your application upon receipt.
Additional paperwork is required to open certain accounts such as trusts, IRAs, or partnerships.
Trading authorization forms may also be needed. Accutrade will contact you if we require these additional forms. This coverage does not protect against loss of market value of the securities. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Inc. All rights reserved.