The following documents are provided in PDF format.
(Adobe Acrobat Reader required.
)
New Account Application
Arbitration Agreement
USA Patriotic Act
Privacy Notice
MF Disclosure
Stock Disclosure Penny Stock Disclosure
Distribution Form $60
Employee Data Change Form
Request for Hardship Withdrawal (Generic)
Participant Loan Application
Rollover into Plan (Generic Matrix)
Termination Notification
General Forms
IRA
Small Business
403(b)
Scholar's Edge 529
ACAT
Account Transfer SWS (10-24-05)
Cashiering
FedWire Request (02-04)
Money Markets
ACH SWS (02-04)
Direct Deposit (08-03)
Vision Account Application SWS (10-05)
Vision IRA Application SWS (07-05)
New Accounts
Account Access Request (02-03)
ACH SWS (02-04)
Affidavit of Domicile SWS (02-03)
Corporate Resolution SWS (01-04)
Email-Fax Confirms SWS (02-03)
New Account Application(07-05)
On-line Usage Agreement SWS (02-03)
Transfer on Death Addendum and Application SWS (11-15-05)
Retirement Plans
Coverdell ESA Account Application SWS (07-05)
Coverdell ESA Distribution Request SWS (02-03)
IRA Agreement and Application (09-05)
IRA Change of Beneficiary SWS (07-05)
IRA Distribution Request SWS (09-05)
IRA Rollover Certification SWS (04-03)
Roth IRA Agreement and Application SWS (09-05)
Roth IRA Conversion SWS (04-03)
SEP IRA Application SWS (07-05)
SEP IRA Adoption Agreement SWS (04-03)
Stock Transfer and Receipt
Irrevocable Stock or Bond Power SWS - A (02-03)
Letter of Authorization SWS (12-03)
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