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Brokerage Services/Forms/

Forms for RIAs

All forms are in Adobe PDF format and require the Adobe® Acrobat® Reader™. Download and install the free Adobe Acrobat Reader.

Forms must be printed, completed, and sent to our offices:

Trade-PMR, Accounts Department
P.O. Box 358230
Gainesville, FL 32635-8230
Please make all checks payable to First Clearing, LLC.

Advisor Application PDF File
IAR Application PDF File
Authorized Employee List PDF File

New Account Forms

   
New Account Application — Individual/Joint PDF File
New Account Application — Retirement/Qualified PDF File
New Account Application — Non-Individual PDF File
Additional Account Holders Supplement PDF File
IRA Beneficiary Designation PDF File
Managed Accounts Agreement PDF File

Account Transfers

   
Account Transfer Form PDF File
Signature Validation Form PDF File

Other Forms

   
Required New Account Forms PDF File
Account Update Form PDF File
Account Linking Application PDF File
Distribution Request from an IRA PDF File
Distribution Request for Qualified Plans PDF File
ACH Authorization Agreement PDF File
Options Agreement PDF File
Margin Agreement PDF File
Check Writing/Debit Card Application (Individual) PDF File
Check Writing Application (IRA) PDF File
Check Writing/Debit Card Application (Non-Individual) PDF File
Letter of Authorization to Wire Funds PDF File
Transfer on Death Agreement PDF File
IRA Recharacterization PDF File
Roth Conversion PDF File
Periodic Investment Plan PDF File
Letter of Acceptance Request PDF File
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Brokerage Products and Services offered by Trade-PMR Inc, Member FINRA/SIPC.
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