Get Change Of Address Form - Pershing Accounts

This guide will assist you in completing the Change Of Address Form for Pershing Accounts online. Following these steps will ensure your address update is processed efficiently.

Follow the steps to complete the form successfully.

1. Press the ‘Get Form’ button to access the Change Of Address Form. This action will allow you to download the document and fill it out online.
2. Provide the owner's full name in the designated field. If the account belongs to a corporation, be sure to include the name of an authorized individual or custodian as applicable.
3. Enter the Social Security Number or Tax ID in the corresponding space. This step is vital for identifying the account holder.
4. If there is a co-owner or custodian (for UTMA/UGMA accounts), fill in their name and Social Security Number or Tax ID in the appropriate fields.
5. List all relevant Pershing account numbers for which you are making the address change. Choose the applicable options: 'Pershing Legal Only,' 'Pershing Mailing Only,' or 'Pershing Both Legal and Mailing.'
6. In the section requesting the new address, enter your previous address information, including the street address, city, state, and zip code.
7. Provide the new address in the specified fields. Ensure to enter a legal, physical address if you are using a PO Box mailing address.
8. Update your phone number in the previous and new phone number fields, ensuring that the new number is accurate for any communications.
9. Sign the form in the designated area provided for the client signature, and include the date of signature. If applicable, co-owners also need to sign and date the form.
10. Once you have completed all sections of the form, review your entries for accuracy. After confirming everything is correct, save your changes, and choose to download, print, or share the completed form.

Complete your Change Of Address Form online today!