Get Dreyfus Lion Account

This guide provides a comprehensive overview of the Dreyfus Lion Account application process. Follow these step-by-step instructions to successfully complete the online form, ensuring you don’t miss any important information.

Follow the steps to fill out the Dreyfus Lion Account application effectively.

1. Click ‘Get Form’ button to obtain the Dreyfus Lion Account application form and open it in the editor.
2. Begin by filling out the Account Registration section. Include your full name, permanent street address (no P.O. Boxes), city, state, and zip code. Provide your home and business phone numbers, email address, Social Security Number, and date of birth. If your mailing address differs from your permanent address, make sure to fill that out as well.
3. Next, move to the IRA Beneficiary Designation section. Here you will designate one or more beneficiaries for your Dreyfus IRA. Ensure that the total percentages add up to 100%. If a beneficiary does not survive you, their share will be divided equally among the surviving beneficiaries.
4. Proceed to fill in the Online Access and E-Delivery Request section. Create a User ID and password for online access, and choose whether you would like to receive account statements and trade confirmations electronically or via postal mail.
5. In the Types of IRAs/Method of Funding section, select the type of IRA you are opening (Traditional or Roth) and indicate how you will fund this account—whether by direct transfer, direct rollover, or contribution.
6. If applicable, complete the Direct Rollover of a Distribution from a non-Roth IRA section, providing the required information if you chose to convert a Traditional IRA to a Roth IRA.
7. Fill out the Employment/Affiliation Information, providing details about your current employer, occupation, and any affiliation with financial institutions, if relevant.
8. Then, navigate to the Financial Information section. Here, you will indicate your primary investment objective, risk exposure, annual income, and federal income tax bracket.
9. In the Account Service Instructions section, specify your preferences for depositing securities or cash balances. Select any required sweep fund, which indicates where your idle cash will be held.
10. Finally, read and complete the Certifications/Acknowledgments and Signature section. Confirm that all information provided is accurate and complete. Sign the application and indicate the date.
11. After reviewing your application for accuracy, you can save your changes, download, print, or share the completed form as needed.

Start your journey towards opening your Dreyfus Lion Account online today.