Get Td Ameritrade Proxy Vote Authorization - Financial Solutions ...

Filling out the TD Ameritrade Proxy Vote Authorization - Financial Solutions form online is an essential process for users who wish to authorize their financial advisor to vote on their behalf. This guide provides a clear and detailed approach to navigate through each section of the form effectively.

Follow the steps to complete the proxy vote authorization form online.

1. Use the ‘Get Form’ button to obtain the TD Ameritrade Proxy Vote Authorization form and open it in your preferred document editor.
2. Fill in your account number in the designated field to identify your account accurately.
3. Enter the financial advisor's name and advisor number in the appropriate sections to ensure proper identification of the agent authorized to vote on your behalf.
4. Provide the case number if applicable, this helps in further clarifying the context of your account.
5. Read and understand the authorization statement. Ensure the agent holds discretionary authority over your account, according to your agreement.
6. If you would like to receive informational copies (non-votable), check the box provided in the form.
7. Sign in the designated space to confirm your acceptance of the terms described in the document and authorize TD Ameritrade to act according to your requests.
8. If there are multiple account owners or trustees, ensure that each one signs the form and dates their signature accordingly.
9. Input the mailing address as directed in the form for submission: TD Ameritrade Institutional, PO BOX 919094, San Diego, CA 92191-9094.
10. Once completed, save changes, download the filled form, print it, or share it as necessary for submission.

Complete the TD Ameritrade Proxy Vote Authorization form online today to ensure your voting preferences are represented.