Get Affidavit Of Unchanged Status - Td Ameritrade

Filling out the Affidavit Of Unchanged Status is an essential part of maintaining compliance and ensuring the accuracy of your information with TD Ameritrade. This guide provides a straightforward, step-by-step approach to help you complete the form online with ease.

Follow the steps to accurately complete your affidavit.

1. Click ‘Get Form’ button to access the affidavit document and open it in the editing tool.
2. Enter your account number in the designated field labeled 'Account #:'. This is necessary for associating the affidavit with your account.
3. Provide your personal information by filling in your first name, middle name, and last name as prompted. If applicable, include your business name in the specified section.
4. Review the declaration statement carefully. It asserts that under penalties of perjury, the information in your Form W-8 has remained unchanged since January 1, 2017, or your account opening date.
5. Affix your signature in the designated area to validate the affidavit. It is important that this signature matches the one on your identification.
6. Indicate the date of signing by filling in the appropriate date format in the provided space.
7. If required, specify your signature capacity in the respective field. This defines your role related to the affidavit.
8. Once all fields are completed and reviewed for accuracy, you can save your changes. After that, options to download, print, or share the completed affidavit may be available.

Complete your Affidavit Of Unchanged Status online today for a hassle-free experience!