Get Td Ameritrade Account Agreement For Self-directed ... - Sterling Hsa

Filling out the TD Ameritrade Account Agreement for Self-directed Brokerage Accounts is a crucial step for individuals seeking to manage their retirement savings effectively. This guide provides clear, step-by-step instructions to ensure that users can complete the form accurately and efficiently.

Follow the steps to complete your account agreement form accurately.

1. Press the ‘Get Form’ button to retrieve the form and open it for editing.
2. In the first section labeled 'Account Information,' enter the Plan ID Number and check the box if you are applying for a Roth Self-Directed Brokerage Account. Confirm your eligibility with your plan before marking this box.
3. Fill in the 'Account Owner Information' section by providing your full legal name, date of birth in the specified format (MM-DD-YYYY), marital status, U.S. social security number, and mother’s maiden name for account security. Ensure your street address, city, state, and ZIP code are accurate. If your mailing address differs, complete that section as well.
4. Provide your phone number and email address, which is required for electronic delivery of account statements and trade confirmations.
5. If applicable, check the relevant boxes regarding your status as a senior political figure, director, shareholder, or employment by a registered broker/dealer, and provide the required details for verification.
6. In the 'Account Agreement' section, certify your taxpayer identification number, confirm your U.S. person status, and read the 'Client Agreement' linked for further understanding. Your signature is necessary to attest to the truthfulness of the information provided.
7. Review the terms related to your investments and acknowledge the process of identity verification required by federal law.
8. Finally, sign and date the form at the designated area before submitting your completed application either by mail to the provided address or via fax.
9. After submitting, remember to save any downloaded version of your filled form for your records.

Complete your TD Ameritrade Account Agreement online today to take control of your investments.