Get Tdai1468 - Ocean Park Asset Management

Filling out the TDAI1468 - Ocean Park Asset Management form online is a straightforward process. This guide provides clear instructions for each section of the form, ensuring that users can complete their applications accurately and efficiently.

Follow the steps to fill out the form with confidence.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by selecting the type of Individual Retirement Account (IRA) you wish to open. Options include Traditional IRA, Roth IRA, Rollover IRA, SEP IRA, or SIMPLE IRA. Ensure that you select only one option to proceed.
3. Complete the account owner section by providing personal information for the primary account owner. Include their first name, middle initial, last name, Social Security Number, date of birth, and primary telephone number. If the primary telephone number is not a U.S. number, check the appropriate box.
4. Provide an email address for electronic delivery of statements and confirmations. Additionally, indicate the home street address, including city, state, and ZIP code.
5. In the employment section, specify if the account owner is employed, self-employed, unemployed, retired, a homemaker, or a student. If self-employed, provide the employer name and the source of income.
6. Choose the occupation and industry codes that describe the account owner's employment. These codes can be found in the corresponding section of the form.
7. For the death beneficiary information, provide the required details such as names, relationships, and Social Security Numbers of the beneficiaries. Ensure that the share percentages for primary beneficiaries total 100%.
8. In the confirmation and statement preferences section, select whether to receive monthly account statements and trade confirmations electronically or via paper mail.
9. Complete any additional sections pertaining to duplicates, proxy authorization, and advisor authorizations if applicable.
10. Finally, after reviewing all the entered information for accuracy, save changes, download, print, or share the completed form as needed.

Complete your application conveniently by filling out the TDAI1468 - Ocean Park Asset Management online today.