FORM CENTER - Apex

New Acct Forms

1 • Individual Account
2 • Joint Account
3 • Margin Disclosure Form
4 • Customer Margin Agreement
5 • Option Agreement

Corporate Forms

1 • Corporate Accounts
2 • Beneficial Ownership Information
3 • Corporate Resolution
4 • LLC Resolution

Transfers & Deposits

1 • Wire In
2 • Wire Out (Domestic)
3 • Wire Out (International)
4 • DTC In
5 • DTC 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 • Select your Trading Platform
2 • ACAT - Account Transfer Form
3 • Transfer on Death
4 • Master Lending Agreement

Authorization & Data Fees

1 • LTA - Limited Trading Authorization
2 • Disclosure & Data Fees
3 • Finder Fee Disclosure
4 • Acknowledgment Lending Form