Get Third-party Release Form - Td Ameritrade

Completing the Third-Party Release Form - TD Ameritrade online is an essential process for individuals wishing to authorize others to access their investment accounts. This guide will provide clear, step-by-step instructions to assist users in accurately filling out the form and ensuring all necessary components are completed effectively.

Follow the steps to fill out the Third-Party Release Form online.

1. Press the ‘Get Form’ button to access the document. This will open the form in your preferred editor, allowing you to begin the completion process.
2. In the first section, enter your account name exactly as it appears on your TD Ameritrade account. This ensures the form is linked to the correct account.
3. Next, provide your account number in the designated field. Double-check this information for accuracy, as it is critical for processing.
4. Proceed to the asset descriptions. Here, list each asset or stock symbol that you wish to authorize for deposit along with the number of whole shares for each asset.
5. After completing the asset details, note the instruction to stop. You are required to obtain a signature guarantee when signing the form. Make arrangements for this at your financial institution.
6. Sign and date the form in the designated areas. Ensure your signature matches the name on the account to avoid discrepancies.
7. If applicable, obtain an additional signature guarantee from an authorized institution such as a commercial bank or credit union. This serves as verification of your identity.
8. Finally, once all information is completed and signed, save your changes. You can then download the form for printing or sharing to complete the submission process.

Take action now and complete your Third-Party Release Form online to ensure proper access to your investment accounts.