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Filling out the partnership account form online can streamline the process of establishing a partnership account. This guide will provide you with clear instructions on each section of the form to ensure you complete it accurately and efficiently.

Follow the steps to successfully complete the partnership account form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Begin by filling in the 'ACCOUNT TITLE:' field with the official name of the partnership. This title should accurately reflect the registered name of your partnership entity.
3. Next, enter the 'ACCOUNT NUMBER:' in the designated field. If this is a new account, this section may be left blank as the broker-dealer will assign an account number.
4. In the 'AUTHORIZATION' section, list the names of all partners in the spaces provided. Each partner will have the authority to act on behalf of the partnership regarding financial transactions.
5. Provide the 'OFFICE ADDRESS:' for the broker-dealer’s office where notices can be directed. This should be a complete address, including street, city, state, and ZIP code.
6. In the 'CERTIFICATION' section, include the name and address of the undersigned individual certifying the partnership members. Complete the fields for NAME, ADDRESS, CITY, STATE, and ZIP CODE.
7. Gather the signatures of all general partners in the 'SIGNATURE' section. Each partner must provide their signature and the date on which it is signed.
8. If your form has been completed online, save any changes made. You can then download, print, or share the document as needed. Ensure each partner retains a copy for their records.

Complete your partnership account form online today for a seamless filing experience.