In addition, you will be required to fill out Form W-8Ben and provide a photocopy of your valid passport. If you are a resident of a foreign nation that has income tax treaties with the United States, you will also need to fill out Form 1001. Or request a foreign account package by e-mailing us. Account Types and Required Documents Individual Accounts Individual Accounts can be registered under one name only. The account form must include a Social Security Number and you must sign and date the required documents.
Individual accounts can obtain margin trading capabilities by request.
Account Application Form 2. With Joint Tenants With Rights of Survivorship account, in the event of the death of one of the tenants, the surviving tenant is given possession of the entire account. The lead tenant's Social Security number is used for taxing purpose of the account and is responsible for paying taxes for the account. Fill out the account information in the name of the lead tenant and make sure both tenants sign and date all the required forms in the new account package. All written correspondence and checks will be in both tenants' names.