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Forms & Account Types

Whether you are ready to open a new account through one of our account packages or just need to fill out an individual form, all your StockCross form needs can be met here.

"One of my proudest StockCross moments came during a lengthy phone conversation with a new client. By listening to his needs, I determined his solutions could be found in our Investment Center and helped him establish a relationship with one of our Investment Specialists."

James Cunningham
Regional Manager
Director of Services Support
20 years industry experience

StockCross Forms

» Account Requirements

» Account Transfer Form

» Account Update Form

» ACH Deposit Form

» Affidavit of Domicile

» Appointment of Managing Partners

» Beneficiary Change Form

» Beneficiary Election Form

» Certification of Trusteeship

» Check Writing Application

» Corporate Resolution Form

» Coverdell Distribution Form

» Customer Agreement

» Internal Transfer Form

» IRA Distribution Form

» Margin Agreement

» New Account Application

» Option Agreement

» Roth IRA Conversion Form

» Stock Power Form

» Suitability Update

» Trading Authorization Form

» Transfer on Death Distribution

» W-8 BEN Form

» W-9 Form

Wiring InstructionsContact Us Online

or Call (800) 225-6196

Brokerage Products and Services offered by StockCross Financial Services, Inc. - Member FINRA and SIPC.

^†Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company. To obtain a prospectus contact StockCross at 800.225.6196. Read the prospectus carefully before investing.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the StockCross Options Application and Agreement, Customer Agreement, and by downloading the Characteristics and Risks of Standardized Options, and 2012 Supplements from The Options Clearing Corporation, or by requesting a copy from StockCross free of charge.

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or by requesting a copy from StockCross free of charge.

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Copyright StockCross Financial Services, Inc. 2013.

Forms & Account Types

Whether you are ready to open a new account through one of our account packages or just need to fill out an individual form, all your StockCross form needs can be met here.

StockCross Forms

or Call (800) 225-6196

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