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
Check Deposit Form
Money Management Account Application
Outgoing wire request form
Incoming ACH request Form
Outgoing ACH request form
Internal Journal Form
Business/Corporate Accounts
Corporate Resolution
Unincorporated Resolution
LLC Authorization
Partnership Agreement
Non-Corporate/Association Organization Agreement
Sole Ownership Affidavit
Investment Club Agreement
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
Worthless Stock Certificates
IRA Forms
IRA Application & Transfer Form (Equity)
Custodial Agreement & Disclosure Statement (Equity)
IRA Change of Beneficiary (Equity)
IRA Address Change (Equity)
IRA Deposit Slip (Equity)
IRA Distribution Form (Equity)
IRA Application & Transfer Form (Millennium)
IRA Change of Beneficiary (Millennium)
IRA Address Change (Millennium)
IRA Deposit Slip (Millennium)
IRA Distribution Form (Millennium)
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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