Get Cod Account Form - Madison Avenue Securities

Filling out the COD Account Form with Madison Avenue Securities is a crucial step for individuals looking to establish a Cash on Delivery (COD) account through Pershing LLC. This guide provides clear, step-by-step instructions to help you navigate the form efficiently and accurately.

Follow the steps to fill out the COD Account Form with ease.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Fill out the section titled 'Custodian Information (Owner)'. Provide details such as account custodian, the owner's Social Security Number, FBO (For Benefit Of) client name, client address, and any other requested information.
3. Next, complete the 'Client Information (Interested Party)' section. Here, include the client's date of birth, citizenship country, and phone number. Ensure to provide the client account number at the custodian as well as the custodian's tax ID and phone number.
4. Proceed to the 'Delivery Instructions' section. Fill in the institution or broker ID, agent ID, DTC/Clearing number, agent internal account number, and agent internal account name accurately.
5. In the 'Signatures and Acknowledgements' section, ensure that the owner, trustee, or authorized person’s name is printed clearly. Secure necessary signatures from all required parties, including any second owner or authorized persons.
6. Complete the 'For Rep Use Only' section, which is intended for representative details including rep office ID, representative names, and necessary signatures.
7. Before finalizing, review all the information provided in the form for accuracy and completeness. Make any necessary adjustments.
8. Once confirmed, you can save changes, download, print, or share the completed form as needed.

Complete your COD Account Form online today to establish your account with Madison Avenue Securities.