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FORM CENTER - StoneX

New Acct Forms

1 • Individual & Joint Account
2 • Margin Agreement
3 • Client Agreement
4 • Election of Electronic Delivery

Corporate Forms

1 • Corporate Account
2 • Associated Person
3 • Beneficial Ownership Information
4 • Corporate Resolution
5 • DVP New Account Application

Transfers & Deposits

1 • Wire In
2 • DTC In
3 • Euroclear In
4 • Wire Out / DTC Out / Euroclear Out
.

W8 Forms / W9 Form

1 • W-8BEN - Foreign Status - Individual/Joint
2 • W-8BEN-E - Foreign Entities - Corporate
3 • W-9 - Taxpayer - Corporate/Individual/Joint

Additional forms

1 • Option Agreement
2 • VISA Debit Card Application
3 • ACAT - Account Transfer Form
4 • Trusted Contact Person

Authorization & Data Fees

1 • Discretionary Account Authorization
2 • Disclosure & Data Fees
3 • Finder Fee Disclosure
  • Legal Notice
  • Privacy Policy
  • Broker Check
  • Disclosures
  • Business Continuity Plan
  • SEC Rule 606 Report
  • Form CRS
  • USA Patriot Act

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