Forms Download the forms you need here

Simply locate all of the forms you will need. After you have found the appropriate form(s), print them, fill them out, and return them to ChoiceTrade via fax, overnight delivery or regular mail.

New Accounts
Online Brokerage Account Application
Account Transfer Form (ACAT)
Margin/Short Agreement
Option Agreement
 
Deposit/Withdrawal
Check Deposit Form
Money Management Account Application
Outgoing wire request form
Incoming ACH request Form
Outgoing ACH request form
Internal Journal Form
IRA Deposit Slip
IRA Distribution Form
IRA Required Minimum Distribution
ROTH Conversion Request
ROTH Distribution Form
 
Business/Corporate Accounts
Corporate Resolution
Unincorporated Resolution
LLC Authorization
Partnership Agreement
Non-Corporate/Association Organization Agreement
Sole Ownership Affidavit
Investment Club Agreement
 
Trusts
Trustee Certification - Trust under agreement
Trustee Certification - Trust under will
 
Other Documents
Address Change Form
OCC Disclosure
Special Statement for Uncovered Option Writers
Short list
Easy to Borrow Rates
Volatile Stock list
Request for Disposition of Non Transferable Security (Penny for the lot)
DSR Questionnaire
 
IRA Forms
IRA Application & Transfer Form
IRA Change of Beneficiary
SIMPLE IRA Application
 
Retirement Plans for Small Business
Profit Sharing Plan Account
Pension/Money Purchase Account
 
Tax & Legal Forms
Foreign Individual Tax Form (W8-BEN)
Foreign Individual Tax Form Instructions
Foreign EntityTax Form (W8-BEN-E)
Presence Test
Limited Trading Authorization
Stock Power of Attorney
Transfer on Death Agreement
Certification Regarding Correspondent Accounts
Form 144 (Restricted Stock)
   

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