Get Check Request Form - Td Ameritrade

This guide provides step-by-step instructions for filling out the Check Request Form for non-retirement accounts at TD Ameritrade. Whether you have prior experience or are new to the process, this comprehensive guide will help you complete the form accurately and efficiently.

Follow the steps to complete the Check Request Form online.

1. Press the ‘Get Form’ button to access the Check Request Form and open it in your preferred editor.
2. Fill in the date at the top of the form to indicate when you are submitting your request.
3. Enter the account title associated with your TD Ameritrade account in the designated field.
4. Provide your account number by filling in the series of numbers in the appropriate section.
5. Specify the amount you wish to request in the relevant field, ensuring it is within your available balance.
6. Indicate the payee for the check in the ‘Make check payable to’ section. Remember that checks not made payable to all account holders will incur a $5 fee.
7. Choose how you would like to receive the check: to the address on record, a different specified address, or for in-branch pickup. If you select pickup, fill in the date of pickup and name of the branch.
8. Complete any relevant address details if you chose the ‘Other address’ option, including city, state, and ZIP code.
9. For the signatures section, ensure all account parties sign the form if required. Include the date next to each signature.
10. Indicate if this withdrawal serves as an account closure by checking the relevant box if applicable.
11. At the end of the form, you may save any changes you made, download the completed form for your records, or print it for submission via fax or mail.

Complete your Check Request Form online today to ensure a smooth processing experience.