Get Oppenheimer Advisor Change Form - Gbs Financial Corp

The Oppenheimer Advisor Change Form is designed to facilitate changes to your financial advisor representation or related information. This guide provides a clear, step-by-step approach to filling out the form online to ensure a smooth process.

Follow the steps to fill out the Oppenheimer Advisor Change Form effectively.

1. Click 'Get Form' button to access the Oppenheimer Advisor Change Form and open it in the editing interface.
2. Begin by identifying whether you are changing financial advisors or simply updating information for your current advisor. Check the appropriate box as per your situation.
3. In the section labeled 'Financial advisor information', provide all necessary details of the new financial advisor or make corrections to the current advisor's information. Ensure to include their Representative ID number, first and last names, middle initial, firm number, firm name, branch number, dealer branch address, city, state, zip code, phone number, and email address.
4. Proceed to the 'Account(s)' section where you will indicate the accounts affected by the changes. Print clearly the Taxpayer Identification number or Social Security number for all accounts being changed, or list all relevant account numbers. If more accounts need to be listed than can fit in the provided spaces, attach an additional list.
5. In the 'Shareholder signature' section, ensure that all shareholders sign the form where indicated. Each shareholder should print their name and date their signature. If applicable, include the signature and printed name of the joint shareholder and the new financial advisor.
6. After completing the form, make sure to review all information for accuracy. Once verified, you can save the changes, download, print, or share the completed form as needed.

Start completing your Oppenheimer Advisor Change Form online today!