Forms

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Trade-PMR, Accounts Department
P.O. Box 358230
Gainesville, FL 32635-8230

Please make all checks payable to Wells Fargo Clearing Services, LLC.

New Advisor Application
IAR Application
Authorized User List
RIA Firm Update Form

New Account Forms

New Account Application — Individual/Joint
New Account Application — Retirement/Qualified
New Account Application — Non-Individual
Individual Account Holders Supplement
Non-Individual Account Holders Supplement
Appointment of Successor Custodian
Corporation Account Agreement — Security Cash Accounts
Corporation Account Agreement — Permitting Margin Transactions
IRA Beneficiary Designation
Limited Liability Company Authorization
Managed Accounts Agreement
Non—Corporate Agreement
Partnership Account Agreement
Parent Indemnification
Trustee Certification
Trusted Contact Person Authorization

Account Transfers

Account Transfer Form
DRS Transfer Authorization
One and Same Letter

Other Forms

Required New Account Forms
Access Online Trading Authorization
Account Linking Application
Account Update Form
ACH Authorization Agreement
Authorization to Release Account Information Online
Client Agreement
Check Writing/Debit Card Application (Individual/Joint/Custodial/IRA)
Check Writing/Debit Card Application (Non-Individual)
Client MPP Agreement
Distribution Request for Qualified Plans
Distribution Request from an IRA
ESA Distribution Form
IRA Beneficiary Claim Form
IRA Contribution Form
IRA Recharacterization Form
Letter of Authorization to Wire Funds
Margin Agreement (Individual/Joint/Trust Accounts)
Options Agreement *
Periodic Investment Plan
Power of Attorney Supplement
Resignation of Custodian
Roth Conversion
Signature Validation Form
Third Party Trading Authorization
Transfer on Death Agreement

* Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Prior to applying for options, please read Characteristics and Risks of Standardized Options. Options trading privileges subject to TradePMR review and approval. Supporting documentation for any claims, if applicable.