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 S.A.L.I.

Advisor Application
IAR Application

New Account Forms

New Account Application
Additional Account Holders Form
IRA Simplifier
Roth IRA Simplifier
Simple IRA Simplifier
Coverdell ESA Simplifier
Managed Accounts Simplifier
Trustee Certification

Account Transfers

Account Transfer Form

Other Forms

New Account Forms Required List
Margin Application
Options Application
IRA Distribution
ACH Authorization Agreement
Check Writing/Debit Card Application
Authorization to Wire Funds
Householding Statements Authorization
Transfer on Death Agreement
Foreign Accounts – Form W-8 & 1001
Client Internet Access Request Form